James Summerlin
Director of Advisor Success at Independent Advisor Alliance
- Role
- Director of Advisor Success at Visionary Square
- Location
- Mount Holly, NC, US
- LinkedIn followers
- 500 followers
About James Summerlin
I am an executive financial services representative with experience in relationship…
Experience
Director of Advisor Success
Jan 2025 — Present · Charlotte, NC, US
I am excited to serve in a new role as the Director of Advisor Success at IAA! In this role I will work closely with our partner firms to help manage their needs and execute their vision!Securities offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to “See Contact Info” section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Belmont Abbey College
Bachelor of Applied Science - BASc, Business Administration and Management, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.