RR

Richard King Rainier

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M

Fee Structure

This brochure supplement does not contain any fee information. Please refer to the Summit Advisors, LLC brochure for fee details.

Areas of Practice
Investment Management
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Advisor Information

Office location

160 Technology Drive, Suite 101, Canonsburg, PA, 15317

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1989
Final Disposition
Other Business Activities

Richard is a member of Summit Advisors, an investment-related business. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Summit Advisors, LLC
November 2007 - Present · 18 yrs 2 mos
Beaconsfield Financial Services, INC.Broker
April 1995 - Present · 30 yrs 9 mos
State Registrations11 states
FLGALAMINCNJNYOHPATXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.