Michael V. Summers
Professional summary
Michael Vanzandt Summers, CFP® is a registered financial advisor currently at INVESTMENT RESEARCH CORP located in York, Pennsylvania and WORLD CAPITAL BROKERAGE, INC. located in York, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 3 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Vanzandt Summers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
October 10, 2016 - Present
INVESTMENT RESEARCH CORP
Office #1: 105 Leader Heights Road Suite 100, York, PA 17403January 16, 2008 - Present
WORLD CAPITAL BROKERAGE, INC.
Office #1: 105 Leader Heights Road Suite 100, York, PA 17403October 11, 1984 - January 22, 2008
1717 CAPITAL MANAGEMENT COMPANY
Primary Firm SEC Registration
INVESTMENT RESEARCH CORP
CRD#: 108208 / SEC#: 801-8599
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2019)
(3/31/2021)
(1/2/2019)
(1/4/2021)
(2/9/2022)
(7/21/2022)
(7/28/2015)
(1/16/2008)
(7/23/2010)
(3/31/2021)
(1/16/2008)
(2/9/2022)
(10/7/2022)
(4/1/2011)
(1/16/2008)
(10/10/2016)
(1/16/2008)
(1/7/2014)
Exams
FINRA
Current Firm
INVESTMENT RESEARCH CORP
CRD#: 108208 / SEC#: 801-8599
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 177 |
| AUM (Assets Under Management) | $ 63,421,004 |
Red Flags
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