Summer Vaughan
Investment adviser representative at Gainline Financial Partners, LLC
8 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$348.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Gainline Financial Partners, LLCDec 2024 to now
- Fidelity InvestmentsMay 2024 to Nov 2024
- HomemakerApr 2024 to May 2024
- First Command Financial Planning, IncMar 2019 to Apr 2024
- HomemakerJan 2019 to Mar 2019
- Edward JonesApr 2018 to Jan 2019
- HomemakingMar 2018 to Apr 2018
- American Honda Finance CorporationJun 2016 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gainline Financial Partners, LLC
$348.6MAssets managed
998Clients
7Advisers
3 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
- 6937261
- Firm CRD
- 326716