Shane Summers has been an investment adviser representative at First Advisors National since August 2026, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
- First Advisors National, LLCCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 166212
Investment adviser representative registrations
Shane Summers is registered as an investment adviser representative in Texas, since August 2026.
- TexasSince 2 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shane Thomas Summers
- CRD
- 8310829
- Firm
- First Advisors National · CRD 166212
- Office
- San Antonio, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Shane Summers work?
Shane Summers is an investment adviser representative registered through First Advisors National, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Shane Summers a financial advisor?
Yes. Shane Summers has a current investment-adviser registration in Texas, through First Advisors National since August 2026.
How many years of experience does Shane Summers have?
Shane Summers has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Shane Summers passed?
Shane Summers passed the Series 65 in June 2026.
Where is Shane Summers based?
Shane Summers’ registered office is in San Antonio, TX.
Is Shane Summers registered with FINRA?
No. Shane Summers has no current broker registration.
How can I verify Shane Summers’ record?
Search CRD 8310829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Summers’ full registration record.
