Richard
Brown
Summit Global Investments, LLC
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About this Advisor
Richard Brown is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Richard has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Nexus Custom Homes, LLC, Raca, LLC, Coloramo Federal Credit Union, Academy Bank, Homemaker, Resource West, Jrk Land Company, LLC, Summit Global Investments, United Planners Financial Services, Richard Keith Brown, and Summit Global Investments, LLC. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Richard is part of Summit Global Investments, LLC, which operates out of Bountiful, Utah. 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
Richard Brown Work History
United Planners Financial Services
Summit Global Investments
Summit Global Investments, LLC
Jrk Land Company, LLC
Richard Keith Brown
Nexus Custom Homes, LLC
Raca, LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Coloramo Federal Credit Union
Academy Bank
Homemaker
Resource West
Disclosures
Please visit the SEC profile of Richard Brown 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
Bountiful, 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.
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