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Barbara Jean Tyson

Summit Global Investments, LLC

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About Barbara Jean Tyson

Barbara Jean Tyson is an investment advisor representative registered with Summit Global Investments, LLC. Barbara has been in the financial services industry for over 10 years. She holds Series 6, 63, and 65 licenses. Barbara Tyson is experienced in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. She works with high net worth individuals, corporations and other businesses, individuals other than high net worth, and investment companies. Barbara Tyson also holds a Registered Nurse certification.

Firm Information

Barbara Tyson 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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Barbara Tyson’s Registration & Firm History

UT

03/04/2024 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

CO

07/01/2013 - 09/13/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)

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Licenses & Designations

BC

Issued 04/19/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Jean Tyson.
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