Gerald Summerlin Jr - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Gerald Summerlin Jr is a CFP® and AAMS® advisor offering comprehensive financial advice focused on clients’ broader financial goals.
Best for
- retirement investment planning
- small-business-owner financial planning
- asset management
- estate planning
- insurance-product guidance
Specialties
- asset management
- estate planning
- retirement investment planning
- small-business-owner financial planning
- insurance products
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- Ameriprise Platinum Financial Services® Advisor
What makes them different
- Holds CFP® certification
- Holds AAMS® Accredited Asset Management Specialist™ certification
- Holds ADPA® Accredited Domestic Partnership Advisor™ certification
- Recognized as an Ameriprise Platinum Financial Services® Advisor
Distilled from this business's own website.
Contact & Location
- Address
- 1435 Freeway Drive, Ste A, Reidsville, NC 27320
- Phone
- 3366344762
- Website
- https://www.ameripriseadvisors.com/gerald.t.summerlin/
Services
- comprehensive financial advice
- financial goal planning
- asset management