Henry Baker Summer
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
53 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
53 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2020 to now
- Cambridge Investment Research, Inc.Dec 2020 to now
- Newberry Co Election CommissionJun 2012 to now
- Sds of Newberry IncJan 2011 to now
- Henry Summer and Co IncJan 2010 to now
- Tanglewood Professional Associates PaJan 2010 to now
- Self Employed As Cpa & AttorneyFeb 1973 to now
- Avantax Advisory ServicesApr 1994 to Dec 2020
- Avantax Insurance Agency, LLCNov 1987 to Dec 2020
- Avantax Investment Services, Inc.May 1987 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (SC).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1679524
- Firm CRD
- 134139