Nathan
Driggs
Summit Global Investments, LLC
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About this Advisor
Nathan Driggs is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Nathan has previously held positions at Fidelity Brokerage Services LLC, Backcountry.Com, Rei, Summit Global Investments, United Planners Financial Services, and Nathan Driggs. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Nathan 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
Nathan Driggs Work History
Summit Global Investments
United Planners Financial Services
Nathan Driggs
Fidelity Brokerage Services LLC
Backcountry.Com
Rei
Disclosures
Please visit the SEC profile of Nathan Driggs 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
Englewood, CO
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Clinton, UT
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
