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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colton? Claim Your ProfileColton Chad Tucker is a registered Investment Advisor Representative with Summit Global Investments, LLC. Colton has been in the industry since 2018. Colton is licensed to offer advisory services in Utah. Colton specializes in providing portfolio management for individuals, businesses, 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
07/15/2024 - Present
Summit Global Investments, LLC (Layton UT)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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