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Financial ADVSR advisor directory · SEC adviser records

Summit Global Investments, LLC financial advisors in Colorado

Every SEC-registered investment adviser representative at a Summit Global Investments, LLC office in Colorado, by city and A to Z.

The short answer

11 registered advisors work at Summit Global Investments, LLC in Colorado, out of 90 nationwide; it's the firm's number 2 state by advisors, and the most are in Centennial (2). 0 list the CFP designation and 9 are also registered broker representatives.

Summit Global Investments, LLC advisors by city in Colorado

Every firm in Colorado →

Centennial 2Englewood 2Gunnison 2Arvada 1Broomfield 1Carbondale 1Highlands Ranch 1Parker 1

Summit Global Investments, LLC advisors in Colorado, A to Z

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Summit Global Investments, LLC advisors in every state →Summit Global Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Summit Global Investments, LLC in other states

Utah 64California 4Arizona 3Massachusetts 3

Questions

How many Summit Global Investments, LLC financial advisors are in Colorado?

11 investment adviser representatives are registered at Summit Global Investments, LLC offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 90 at the firm nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

Where in Colorado does Summit Global Investments, LLC have the most advisors?

Centennial, with 2, then Englewood (2). Summit Global Investments, LLC has advisors in 8 cities in Colorado.

How do I check a Summit Global Investments, LLC advisor in Colorado?

Each advisor below 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. Advisors are listed at the city of the Summit Global Investments, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.