Tamara
Carbajal
Summit Global Investments, LLC
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About this Advisor
Tamara Carbajal is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Tamara has previously held positions at BP, Callon Petroleum, Whiting Petroleum, Preferred Merchant Solutions LLC, and TLC Wealth Advisors LLC. Tamara has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Tamara 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
Tamara Carbajal Work History
Preferred Merchant Solutions LLC
Tlc Wealth Advisors LLC
Whiting Petroleum
Callon Petroleum
Bp
Disclosures
Please visit the SEC profile of Tamara Carbajal 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
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Englewood, CO
Bountiful, UT
Bountiful, UT
Clinton, UT
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