Boyd
Pederson
Summit Global Investments, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Boyd Pederson is a financial advisor based in Gunnison, Colorado, working with Summit Global Investments, LLC. Boyd has previously held positions at Clorado Property & Investment, Colorado F& P LLC, Wfg, Colorado Elephant Hunter, LLC, Velocity Property, LLC, Pederson Enterprises, Inc, Rocky Mountain Christian Ministries, Solution 54, LLC, Community Foundation Of The Gunnison Valley, Colonial Insurance, Roper Insurance, Alignment Business Consulting, LLC, Gunnison Village Properties LLC, Wealthwave, Summit Global Investments, American Family Life Assurance Company, and Transamerica Financial Advisors, Inc. Boyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Boyd is part of Summit Global Investments, LLC, which operates out of Gunnison, Colorado. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Boyd Pederson Work History
Summit Global Investments
Gunnison Village Properties LLC
Alignment Business Consulting, LLC
Wealthwave
Rocky Mountain Christian Ministries
Solution 54, LLC
Velocity Property, LLC
Pederson Enterprises, Inc
Colorado F& P LLC
Colonial Insurance
Roper Insurance
American Family Life Assurance Company
Transamerica Financial Advisors, Inc
Community Foundation Of The Gunnison Valley
Community Foundation Of The Gunnison Valley
Wfg
Colorado Elephant Hunter, LLC
Clorado Property & Investment
Disclosures
Please visit the SEC profile of Boyd Pederson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Global Investments, LLC
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Englewood, CO
Clinton, UT
Bountiful, UT
Bountiful, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
