Agnes
Medina
Summit Global Investments, LLC
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About this Advisor
Agnes Medina is a financial advisor based in Prosper, Texas, working with Summit Global Investments, LLC. Agnes has previously held positions at Diverse Financial, LTD, World Financial Group, Robert Half International/Accountemps, Wave Financial Partners, Debtmerica Relief, Transamerica Financial Advisors, Inc, Rotary Club Of Denver West, Your Castle Real Estate, Tidalwave Products, Roper Insurance, Colonial Life, Net Law Inc, Colorado Realty Pros LLC, College Loan Freedom, Acm Business Solutions Inc, Reliant Accounting & Tax Solutions Inc, Wealthwave, Summit Global Investments, United Planners, Agnes Medina, and Applegate Consulting LLC. Agnes has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Agnes is part of Summit Global Investments, LLC, which operates out of Prosper, Texas. 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
Agnes Medina Work History
Summit Global Investments
United Planners
Reliant Accounting & Tax Solutions Inc
Acm Business Solutions Inc
Agnes Medina
Net Law Inc
Colorado Realty Pros LLC
College Loan Freedom
Tidalwave Products
Roper Insurance
Colonial Life
Your Castle Real Estate
Wealthwave
Applegate Consulting LLC
Rotary Club Of Denver West
Transamerica Financial Advisors, Inc
Wave Financial Partners
Debtmerica Relief
Robert Half International/Accountemps
World Financial Group
Diverse Financial, LTD
Disclosures
Please visit the SEC profile of Agnes Medina 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
Clinton, UT
Englewood, CO
Bountiful, UT
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