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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Davies is an Investment Adviser Representative associated with Summit Global Investments, LLC. Dallas is registered with the state of Utah. Dallas is also a registered Representative of Summit Global Investments, LLC. Dallas has been in the industry for over 10 years. Dallas has passed the Uniform Investment Adviser Law Examination and holds a Series 65 license. Dallas has also been involved in other business activities. Dallas has experience in various industries, including fire services, banking, and aviation.
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
02/03/2025 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
Active
Inactive
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