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Agnes Carolyn Medina

Summit Global Investments, LLC

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About Agnes Carolyn Medina

Agnes Medina is an Investment Advisor Representative at Summit Global Investments, LLC. Agnes has been in the financial industry since 2000 and has a wealth of experience in providing financial advice. Agnes holds the Series 6, 63, 65, and 26 licenses and the SIE exam certification. Agnes has worked with a variety of clients, including individuals, families, businesses, and institutions.

Firm Information

Agnes Medina is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Agnes Medina’s Registration & Firm History

TX

09/07/2023 - Present

Summit Global Investments, LLC (Prosper TX)

TX

01/06/2012 - 08/31/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

10/20/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Agnes Carolyn Medina. Review regulatory record here.
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