Joshua
Ekola
Summit Global Investments, LLC
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About this Advisor
Joshua Ekola is a financial advisor based in Dayton, Ohio, working with Summit Global Investments, LLC. Joshua has previously held positions at Outdoor Tracker Systems, Transamerica Financial Advisors, Inc, Summit Global Investments, and World Financial Group, Inc. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Joshua is part of Summit Global Investments, LLC, which operates out of Dayton, Ohio. 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
Joshua Ekola Work History
Summit Global Investments
Outdoor Tracker Systems
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Disclosures
Please visit the SEC profile of Joshua Ekola 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
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
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