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Summer Rhiana Salisbury

Charles Schwab & CO., Inc.

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About Summer Rhiana Salisbury

Summer Salisbury is a financial advisor with Charles Schwab & CO., Inc. Summer has been working in the financial industry for over 3 years. Summer is licensed to provide investment advice in 22 states and has a strong track record of providing financial advice to clients. Summer is also a Certified Financial Planner, and has experience in financial planning, investment management, and retirement planning. Summer is passionate about helping clients achieve their financial goals and providing them with the guidance they need to make informed financial decisions. In addition to her work as a financial advisor, Summer also teaches dance classes and coaches a high school dance team.

Firm Information

Summer Salisbury is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Summer Salisbury’s Registration & Firm History

CA

01/26/2022 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CA

06/08/2021 - 05/19/2024

TD AMERITRADE, INC. (San Francisco CA)

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Licenses & Designations

BOTH

Issued 12/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Summer Rhiana Salisbury.
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