James David Webb
Investment adviser representative at Summit Capital Solutions LLC
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
21 years in the industry.
- Ria Compliance Firm, LLCJan 2019 to now
- Summit Capital Solutions LLCJan 2017 to now
- Virtue Capital Management, LLCOct 2013 to now
- Integrity Retirement Group, LLCMar 2012 to now
- Virtue AdvisorsOct 2005 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TN).
Summit Capital Solutions LLC
$0Assets managed
0Clients
2Advisers
10 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
- 5228988
- Firm CRD
- 281478