Gretchen
Ricker
Summit Global Investments, LLC
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About this Advisor
Gretchen Ricker is a financial advisor based in Atascadero, California, working with Summit Global Investments, LLC. Gretchen has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Century 21 Hometown Realty, Full Sail Books, Debtmerica, Gretchen Ricker, Real Estate Broker, College Loan Freedom, Net Law, Gretchen Ricker - Author, Central Coast Divorce Workshop, Heartland Institute Of Financial Education, Summit Global Investments, United Planners, Gretchen Ricker, and Wealthwave. Gretchen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Gretchen is part of Summit Global Investments, LLC, which operates out of Atascadero, California. 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
Services Offered
Fee Structure
Office Location
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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
Gretchen Ricker Work History
United Planners
Summit Global Investments
Heartland Institute Of Financial Education
Net Law
Gretchen Ricker
Gretchen Ricker - Author
Central Coast Divorce Workshop
Gretchen Ricker, Real Estate Broker
College Loan Freedom
Debtmerica
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group
Century 21 Hometown Reatly
Full Sail Books
Disclosures
Please visit the SEC profile of Gretchen Ricker 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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