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Christopher Layton Claridge

Summit Global Investments, LLC

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About Christopher Layton Claridge

Christopher Claridge is an active investment advisor representative with Summit Global Investments, LLC and has been in the industry since December 13, 2009. Christopher has experience in various financial services areas, including tax preparation, insurance, and financial planning. Christopher holds the Series 6, 63, and 65 licenses and has experience providing financial advice to a wide range of clients, including individuals, corporations, and investment companies.

Firm Information

Christopher Claridge 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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Christopher Claridge’s Registration & Firm History

UT

11/12/2024 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

AZ

08/20/2014 - 06/15/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (PHOENIX AZ)

AZ

10/16/2006 - 09/30/2009

WORLD GROUP SECURITIES, INC. (MESA AZ)

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Licenses & Designations

BC

Issued 07/12/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2024

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Layton Claridge.
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