Joshua
Gardner
Summit Global Investments, LLC
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About this Advisor
Joshua Gardner is a financial advisor based in Gilbert, Arizona, working with Summit Global Investments, LLC. Joshua has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, and Summit Global Investments. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Idaho, Nevada, and Utah. Currently, Joshua is part of Summit Global Investments, LLC, which operates out of Gilbert, Arizona. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Joshua Gardner Work History
Summit Global Investments
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Joshua Gardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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