Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ty? Claim Your ProfileTy Alan Summerlin is a financial advisor who has been in the industry since 1998. Ty Alan is currently registered with The Colony Group, LLC and has been with the firm since 2024. Previously, Ty Alan has worked with several other firms, including WORLD GROUP SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, WASHINGTON SQUARE SECURITIES, INC., PMG SECURITIES CORPORATION, UBS PAINEWEBBER INC. and CALTON & ASSOCIATES, INC.. Ty Alan is licensed to provide investment advice in California and Nevada. Ty Alan is a Certified Financial Planner™ and holds the Series 6, 7, 63, and 65 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
CA
09/04/2024 - Present
THE Colony Group, LLC (San Diego CA)
GA
11/19/2004 - 12/17/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IN
10/24/2003 - 10/31/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/24/2003 - 10/31/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
01/03/2002 - 06/05/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IL
05/30/2001 - 12/31/2001
PMG SECURITIES CORPORATION (ELGIN IL)
NJ
03/18/1999 - 04/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
02/17/1998 - 01/12/1999
CALTON & ASSOCIATES, INC. (TAMPA FL)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ty Summerlin is the right advisor for you? Invested Better is here to help.
