Rilee Summers (CRD# 7302836) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tremonton, UT and has over 3 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors | Tremonton, UT | Oct 2020 - Current | 3 |
| Walmart Distribution Center | Corinne, UT | Nov 2019 - Sep 2020 | < 1 |
| Autoliv | Promotory, UT | Feb 2019 - Nov 2019 | < 1 |
| Catoor Livestock | Nephi, UT | Oct 2018 - Nov 2018 | < 1 |
| Skinner Excavating | Tremonton, UT | Jun 2017 - Oct 2018 | 1 |
| Ace Hardware | Tremonton, UT | Apr 2015 - Apr 2017 | 2 |
| Student | Tremonton, UT | Nov 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- UT
-
Total Assets Under Management37,134MILLIONS
-
Total Number of Accounts103,063ACCOUNTS
-
Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.