Ann Archer Summerson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 09/2022
  Robert W. Baird & Co.
  Reston, VA
• 09/2022 → Present
  Raymond James & Associates, Inc.
  Reston, VA

Previous Registrations

• 2007-07-23 → 2022-09-25
  Robert W. Baird & Co. Incorporated
  Reston, VA
  Sentry Park, PA
• 2003-05-06 → 2007-08-02
  Ferris, Baker Watts, Llc
  Reston, VA
  Reston, VA
• 2002-01-14 → 2003-05-02
  Prudential Equity Group, Llc
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-12-04

Designations

• Certified Financial Planner