Trina Cummings (CRD# 4148338) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Akron, OH and has over 23 years of experience in the finance industry.
CRD# 1070075
Lpl Financial LLC
CRD# 2446519
Pnc Investments
CRD# 6896676
Wellspring Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peoples Bank | Marietta, OH | Jun 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Marietta, OH | Jan 2009 - Current | 15 |
| Peoples Financial Advisors Trust Dept | Marietta, OH | Jan 2005 - Current | 19 |
| Raymond James Financial Services, Inc. | Marietta, OH | Feb 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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