Henry Summer, financial advisor Newberry SC

Henry Summer

CRD Number: 1679524
Current Firm: Cambridge Investment Research Advisors, Inc.

Henry Summer (CRD# 1679524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newberry, SC and has over 36 years of experience in the finance industry. Henry Summer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Dec 2020 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2020 - Current 3
Newberry Co Election Commission Newberry, SC Jun 2012 - Current 11
Sds Of Newberry Inc. Newberry, SC Jan 2011 - Current 13
Tanglewood Professional Associates Pa Newberry, SC Jan 2010 - Current 14
Henry Summer And Co Inc. Newberry, SC Jan 2010 - Current 14
Self Employed As Cpa & Attorney Newberry, SC Feb 1973 - Current 51
Avantax Advisory Services Newberry, SC Apr 1994 - Dec 2020 26
Avantax Insurance Agency, LLC Newberry, SC Nov 1987 - Dec 2020 33
Avantax Investment Services, Inc. Newberry, SC May 1987 - Dec 2020 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
Contact Info for Henry B. Summer
Phone Number: 641-472-5100
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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