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Louis Truman Summer

Commonwealth Financial Network

Arroyo Grande, CA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-28
  • CA RA
    APPROVED
    Since 2021-06-28

Branch Locations

540 Camino Mercado, Arroyo Grande, CA 93420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taylor Frigon Capital Management San Luis Obispo CA 01/2017 01/2019
Arizona State University Tempe AZ 01/2016 03/2018
Starbucks Seattle WA 09/2015 01/2017
Wacker Wealth Partners Sam Luis Obispo CA 01/2019 05/2021
Maguire Investments, Llc Arroyo Grande CA 06/2021 Present
Commonwealth Financial Network Waltham MA 02/2022 Present
  • 01/2017 → 01/2019
    Taylor Frigon Capital Management
    San Luis Obispo, CA
  • 01/2016 → 03/2018
    Arizona State University
    Tempe, AZ
  • 09/2015 → 01/2017
    Starbucks
    Seattle, WA
  • 01/2019 → 05/2021
    Wacker Wealth Partners
    Sam Luis Obispo, CA
  • 06/2021 → Present
    Maguire Investments, Llc
    Arroyo Grande, CA
  • 02/2022 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-17
S65 Uniform Investment Adviser Law Examination 2018-05-31
  • S63 Uniform Securities Agent State Law Examination
    2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2018-05-31
Other Names
  • Louie Summer
  • Louis Summer

View on SEC IAPD

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CANDY LYNN SODEN
AARON MATTHEW PAULSEN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ARROYO GRANDE, CA
J.P. MORGAN SECURITIES LLC · ARROYO GRANDE, CA
CENTAURUS FINANCIAL, INC. · ARROYO GRANDE, CA
ROHR FINANCIAL ADVISORS, LLC · ARROYO GRANDE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Arroyo Grande, CA
LPL FINANCIAL LLC · ARROYO GRANDE, CA
OSAIC WEALTH, INC. · ARROYO GRANDE, CA
LPL FINANCIAL LLC · ARROYO GRANDE, CA

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