David Lynn Summers
Investment adviser representative at Eagle Investment Advisors
20 yearsExperience
1 stateRegistered in
$186.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Eagle Investment AdvisorsJul 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Eagle Investment Advisors
Legal name: Eagle Investment Advisors, LLC
$186.1MAssets managed
132Clients
2Advisers
6 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
- 4467480
- Firm CRD
- 144094