William V. Summerlin
Professional summary
William Vason Summerlin, who also goes by William Vance Summerlin, Vason Summerlin, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Jacksonville, Florida.
William is registered as a RR (Registered Representative) and started their career in finance in 2005. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Vason Summerlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2010 - Present
THE LEADERS GROUP, INC.
Office #1: 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258April 7, 2008 - March 29, 2010
MORGAN KEEGAN & COMPANY, LLC
November 23, 2005 - April 8, 2008
PRINCIPAL SECURITIES, INC.
January 10, 2005 - October 13, 2005
SIGNATURE ESTATE SECURITIES, 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
(6/15/2010)
(6/15/2010)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
THE LEADERS GROUP, INC.
CRD#: 37157Jacksonville, FL 32258TRUST BUT VERIFY
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