Shane Thomas Summers
Investment adviser representative at First Advisors National, LLC
10 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Advisors National, LLCAug 2026 to now
- XeroxMay 2025 to now
- UnemployedJan 2025 to May 2025
- DocumationJun 2024 to Jan 2025
- XeroxMar 2023 to Jun 2024
- UnemployedDec 2021 to Feb 2023
- Lupo FuturesMar 2021 to Dec 2021
- UnemployedJan 2021 to Mar 2021
- Summers Trading CompanyJun 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 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
- 8310829
- Firm CRD
- 166212