Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Felton is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Summit Global Investments, LLC, based in Bountiful, UT. Christopher has a diverse background, including experience with Transamerica Financial Advisors, Inc., World Group Securities, Inc., and WMA Securities, Inc. Christopher holds Series 6, 63, 65, and 26 licenses. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher is also a licensed insurance agent and offers a variety of insurance products. Christopher is committed to helping clients achieve their financial goals.
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.
1
2
UT
09/11/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
CO
01/06/2012 - 09/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)
CO
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)
GA
05/04/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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