Summer A. Roberts
Professional summary
Summer Anne Roberts, CFP®, who also goes by Summer Anne Odom, Summer Roberts Odom, is a registered financial advisor currently at FAMILY CAPITAL ADVISORS, LLC located in Atlanta, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Atlanta, Georgia.
Summer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Summer has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Summer Anne Roberts's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
March 28, 2018 - Present
FAMILY CAPITAL ADVISORS, LLC
March 26, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
February 18, 2014 - April 3, 2018
STONEX SECURITIES INC.
February 10, 2014 - July 12, 2021
BISON WEALTH, LLC
August 16, 2012 - February 10, 2014
APRIO WEALTH MANAGEMENT, LLC
April 4, 2012 - February 11, 2014
PURSHE KAPLAN STERLING INVESTMENTS
April 5, 2007 - April 11, 2012
MORGAN KEEGAN & COMPANY, LLC
March 7, 2007 - April 11, 2012
MORGAN KEEGAN & COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/26/2018)
(3/26/2018)
(3/28/2018)
(10/30/2024)
(1/8/2021)
Exams
FINRA
Current Firm
FAMILY CAPITAL ADVISORS, LLC
CRD#: 291257 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 51,000,000 |
Red Flags
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