Financial ADVSR advisor directory · SEC adviser records
Summit Global Investments, LLC financial advisors in Bountiful, UT
Every SEC-registered investment adviser representative at a Summit Global Investments, LLC office in Bountiful, A to Z.
59 registered advisors work at Summit Global Investments, LLC in Bountiful, out of 90 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 17 are also registered broker representatives.
Summit Global Investments, LLC advisors in Bountiful, A to Z
Every Summit Global Investments, LLC advisor →- Izabela BetlinskaAlso a broker rep
- Michael A. BloomerInvestment adviser rep
- Amy M. BrownAlso a broker rep
- Richard K. BrownAlso a broker rep
- Tamara CarbajalInvestment adviser rep
- Andrew ChildInvestment adviser rep
- Heather M. ChurchCertified Financial Planner · Also a broker rep
- Christopher L. Claridge IIInvestment adviser rep
- Heidi K. ClarkAlso a broker rep
- Daniel P. CongramInvestment adviser rep
- Weston S. CordonInvestment adviser rep
- Jeffrey J. CoxInvestment adviser rep
- Keith M. CroganInvestment adviser rep
- Bret T. CroweInvestment adviser rep
- Alicia C. Cruz JonesInvestment adviser rep
- Richard L. CunninghamAlso a broker rep
- Richard P. CunninghamCertified Financial Planner
- Nathan E. De La CruzInvestment adviser rep
- Cesar Duenas SanchezInvestment adviser rep
- Christopher P. ErvinAlso a broker rep
- Jeremy B. EvansInvestment adviser rep
- Robert S. FarrellInvestment adviser rep
- Kerri L. FarrenInvestment adviser rep
- Marlow L. FeltonAlso a broker rep
- Seth M. GriffinInvestment adviser rep
- David L. HardenInvestment adviser rep
- Matthew HardenInvestment adviser rep
- Terry S. HatchInvestment adviser rep
- Minny M. HuntInvestment adviser rep
- Tommy C. JensenInvestment adviser rep
- Mark D. JonesInvestment adviser rep
- Sherman P. JonesInvestment adviser rep
- Robin M. KaukonenInvestment adviser rep
- Anthony S. KnaubertAlso a broker rep
- David LawrenceInvestment adviser rep
- Christopher W. LoseyInvestment adviser rep
- Jeremy T. LytleAlso a broker rep
- Christopher J. ManningAlso a broker rep
- Victoria E. MartinInvestment adviser rep
- James G. MooreInvestment adviser rep
- Marlys A. NashAlso a broker rep
- Thiensa T. NguyenAlso a broker rep
- Robert S. OlahAlso a broker rep
- Paul F. PaxtonAlso a broker rep
- Robert A. SaleInvestment adviser rep
- Aash M. ShahChartered Financial Analyst
- Timothy I. ShumwayInvestment adviser rep
- Joseph C. SmithInvestment adviser rep
- Kristi L. SorensenInvestment adviser rep
- James S. Staats Jr.Investment adviser rep
- Louis C. StradlingInvestment adviser rep
- Leonard L. Taylor Jr.Investment adviser rep
- Sylvain D. TemplemanInvestment adviser rep
- Richard L. ThawleyInvestment adviser rep
- Trevor B. ThompsonInvestment adviser rep
- Terry E. WengertInvestment adviser rep
- Justin J. WheelerAlso a broker rep
- Raymond H. WongAlso a broker rep
- Adam B. WrightInvestment adviser rep
Summit Global Investments, LLC advisors in every city and state →Summit Global Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Global Investments, LLC advisors in other cities
Norwood, 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 1
Other firms in Bountiful
All Bountiful advisors →Strategic Planning Group 8Pfs Investments Inc. 7Strategic Advisers LLC 7Able & Strong Advisors, Inc. 3LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Summit Global Investments, LLC have in Bountiful?
59 investment adviser representatives are registered at Summit Global Investments, LLC offices in Bountiful, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 90 nationwide. 2 list the CFP designation and 17 are also registered as broker representatives.
Is Summit Global Investments, LLC one of the largest advisor employers in Bountiful?
Summit Global Investments, LLC ranks number 1 in Bountiful by registered advisors, ahead of Strategic Planning Group (8).
How do I check a Summit Global Investments, LLC advisor in Bountiful?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.