Kerri
Farren
Summit Global Investments, LLC
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About this Advisor
Kerri Farren is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Kerri has previously held positions at Transamerica Financial Advisors, Inc, Wfg, Tutor Doctor, Lyft, Netlaw, Foundation For Financial Wellness, Summit Global Investments, Kerri Farren Assistant, and College Loan Freedom-Ww. Kerri has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kerri 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
Kerri Farren Work History
Foundation For Financial Wellness
Summit Global Investments
Kerri Farren Assistant
Lyft
Netlaw
College Loan Freedom-Ww
Transamerica Financial Advisors, Inc
Tutor Doctor
Wfg
Disclosures
Please visit the SEC profile of Kerri Farren 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
Bountiful, UT
Bountiful, UT
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