Colton
Tucker
Summit Global Investments, LLC
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About this Advisor
Colton Tucker is a financial advisor based in Layton, Utah, working with Summit Global Investments, LLC. Colton has previously held positions at Summit Global Investments, Hope & Henry, LLC, Transamerica, Nutraceutical, Ministerio De Educacion, Utah Drivers License Division, America First Credit Union, Church Of Jesus Christ Of Latter Day Saints, Nuames High School, and Utah Behavior Sciences. Colton has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Colton is part of Summit Global Investments, LLC, which operates out of Layton, Utah. The firm has 6 offices and 32 employees. Summit Global Investments, LLC manages assets totaling $1.9 billion and serves both 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, and portfolio management for institutional clients. The fee structure at Summit Global Investments, LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$1,921,141,101
32
6,923
$277,501
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
Colton Tucker Work History
Summit Global Investments
Hope & Henry, LLC
Transamerica
Nutraceutical
Ministerio De Educacion
Utah Drivers License Division
America First Credit Union
Utah Behavior Sciences
Church Of Jesus Christ Of Latter Day Saints
Nuames High School
Disclosures
Please visit the SEC profile of Colton Tucker 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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