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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wright is an Investment Advisor Representative with Summit Global Investments, LLC. Adam has been in the financial industry for more than a decade and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Adam specializes in working with high-net-worth individuals, families, and businesses, providing tailored investment strategies to help them achieve their financial goals. Adam is also passionate about financial education and regularly conducts seminars and workshops on a variety of financial topics. Adam is a highly motivated and experienced investment professional with a commitment to providing exceptional service to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
05/17/2024 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
AZ
10/26/2015 - 12/01/2023
CENTER STREET SECURITIES, INC. (MESA AZ)
MO
09/16/2013 - 11/08/2013
EDWARD JONES (ST. LOUIS MO)
BC
Issued 02/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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