Financial ADVSR advisor directory · SEC adviser records
Summit Global Investments, LLC financial advisors
Every SEC-registered investment adviser representative at Summit Global Investments, LLC, by the state and city of the office they work from.
The short answer
90 registered advisors work at Summit Global Investments, LLC, in 9 states and 25 cities; the most are in Bountiful, UT (59). 2 list the CFP designation and 29 are also registered broker representatives.
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Cities with the most Summit Global Investments, LLC advisors
Bountiful, UT 59Norwood, MA 3Centennial, CO 2Englewood, CO 2Gunnison, CO 2Layton, UT 2Mesa, AZ 2Arvada, CO 1Atascadero, CA 1Broomfield, CO 1Canoga Park, CA 1Carbondale, CO 1Chattanooga, TN 1Cleburne, TX 1Clinton, UT 1Draper, UT 1Fremont, CA 1Highlands Ranch, CO 1Oceanside, CA 1Parker, CO 1Pine Valley, UT 1Prosper, TX 1San Tan Valley, AZ 1Sunbury, OH 1Wake Forest, NC 1
Summit Global Investments, LLC advisors by state
Questions
How many financial advisors does Summit Global Investments, LLC have?
90 investment adviser representatives are registered with Summit Global Investments, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 25 cities. 2 list the CFP designation and 29 are also registered as broker representatives.
Where does Summit Global Investments, LLC have the most advisors?
Bountiful, UT, with 59 registered advisors, then Norwood, MA (3). By state, Utah has the most, with 64.
How do I find a Summit Global Investments, LLC financial advisor near me?
Pick your state below, then your city, to see every Summit Global Investments, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Summit Global Investments, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →