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Kelsey Sofia Summers

Fisher Investments

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About Kelsey Sofia Summers

Kelsey Sofia Summers is a registered investment advisor representative associated with Fisher Investments in Plano, Texas. Kelsey has worked as a financial advisor since 2019 and has experience with TD Ameritrade and Fidelity Investments. Kelsey Summers holds the Series 66 and Series 7TO licenses and has passed the SIE exam. Kelsey is a dedicated professional who is passionate about helping her clients achieve their financial goals.

Firm Information

Kelsey Summers is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelsey Summers’s Registration & Firm History

TX

12/21/2020 - Present

Fisher Investments (PLANO TX)

IN

06/24/2020 - 11/18/2020

FIDELITY BROKERAGE SERVICES LLC (SOUTH BEND IN)

OK

02/04/2019 - 05/28/2020

TD AMERITRADE, INC. (EDMOND OK)

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Licenses & Designations

BOTH

Issued 05/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey Sofia Summers.
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