Michael Vanzandt Summers

Employer firm

Investment Research Corp CRD 108208

$76.3M regulatory AUM 166 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2008 → Present
  World Capital Brokerage, Inc.
  Denver, CO

Other Businesses

SUMMERS FINANCIAL PLANNING AND INVESTMENTS, INVESTMENT RELATED, 105 LEADER HEIGHTS ROAD, SUITE 100, YORK, PA 17403, INVESTMENTS AND INSURANCE, OWNER, 40HRS PER WEEK, ALL DURING TRADING. INVESTMENT AND INSURANCE SALES Investment Research Corp -- investment related, 105 Leader Heights Road, Suite 100, York, PA 17403, Investment Advisor, representative, October 2016, 1Hr per month, 1 hr per month Investment Advisor.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-10

Designations

• Certified Financial Planner