Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carilynn? Claim Your ProfileCarilynn Lape is a registered investment advisor representative with Summit Global Investments, LLC. Carilynn is also registered with the state of Utah. Carilynn has been in the industry since 2019, and her past experience includes working at Fidelity Brokerage Services LLC. Carilynn has passed the Series 7, Series 63, and Series 66 exams. Carilynn has been a registered investment advisor representative at Summit Global Investments since December 2023. Carilynn specializes in providing investment advice to a variety of clients, including individuals, corporations, and investment companies. The firm provides a wide range of financial planning and portfolio management services, including analytical services, financial planning, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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
12/18/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
05/07/2019 - 12/13/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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