Summer Caudle

Summer Caudle

Registered Client Service Associate

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location of Summer CaudleTulsa Metropolitan Area

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  • Timeline

  • About me

    Director of Operations at Scissortail Wealth Management, LLC

  • Education

    • The University of Tulsa

      2001 - 2003
      Bachelor of Science (B.S.) Finance, General
  • Experience

    • Merrill Lynch

      Oct 2006 - Jan 2009
      Registered Client Service Associate
    • UBS Wealth Management

      Feb 2009 - Nov 2018
      Senior Registered Client Service Associate
    • Scissortail Wealth Management

      Nov 2018 - now
      Director of Operations
  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
    • Series 63

      FINRA