BS
CFP
BS
CFP

Benjamin Chadwick Summers

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

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Location

3009 Sylvannia Dr, Raleigh, NC, 27607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is a producing agent for Crump Life Insurance Services since 2013 and The Pinnacle Group since 2015, selling life, disability, long-term care, and fixed/indexed annuities, dedicating minimal time and a few hours per week, respectively. He also uses Yarrell Creek Wealth as a DBA for his investment and financial planning business since 2018.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 9 mos
Independent Financial Partners
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
December 2011 - May 2019 · 7 yrs 5 mos
Suntrust Investment Services, INC.Broker
July 2006 - December 2011 · 5 yrs 5 mos
Suntrust Investment Services, INC.
July 2006 - December 2011 · 5 yrs 5 mos
Banc of America Investment Services, INC.
January 2005 - July 2006 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations6 states
ALFLNCSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.