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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Orlando Summers is a financial advisor registered with LPL Enterprise, LLC. Leroy has been working in the industry since 2016 and has extensive experience working with clients of all types, particularly individuals and businesses. Leroy is committed to helping clients achieve their financial goals through a variety of services including financial planning, portfolio management, and educational seminars. In addition to working with LPL Enterprise, LLC, Leroy has held positions with MML Investors Services, LLC, AXA Advisors, LLC, and Waddell & Reed. Leroy is licensed to provide financial advice in Arizona, Maryland, North Carolina, Pennsylvania, and South Carolina.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
11/14/2024 - Present
LPL Enterprise, LLC (MT. PLEASANT SC)
SC
08/21/2018 - 08/05/2019
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
NC
09/20/2016 - 05/03/2017
AXA ADVISORS, LLC (CHARLOTTE NC)
NC
01/27/2016 - 04/21/2016
WADDELL & REED (CHARLOTTE NC)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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