Kevin Brent Summa

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 10/2001 → Present
  Raymond James Financial Services, Inc
  Parkville, MO
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Prairie Village, KS
• 01/2005 → 07/2017
  Fair Financial Services
  Prairie Village, KS
• 11/2018 → Present
  Summa Financial Services
  Lenexa, KS

Other Businesses

(1)Name of Business: Summa Financial Services Address: 11900 W 87th Street Pkwy Ste 210, Lenexa, KS, 66215, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/21/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is a name on my checking account for reporting paying bills, rent, name on lease and insurance.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  1992-10-09

Designations

• Certified Financial Planner

Other Names

• Kevin B Summa