Gerald Summers

from Artifex Financial Group, LLC
SEC regulated
Regulated Investment Advisor
Gerald Summers is a financial advisor based in Ohio, Oakwood, with 45 years of experience. Gerald currently works for Artifex Financial Group, LLC. Gerald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Summers works at Artifex Financial Group, LLC
Artifex Financial Group, LLC is a financial advisory firm based in Oakwood, Ohio. It currently has approximately $202,550,556 of assets under management and employs about 7 people. Artifex Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2305 Far Hills Avenue, Suite 206, Oakwood, Ohio, 45419

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