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Danny Trane Webb

Summit Global Investments, LLC

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About Danny Trane Webb

Danny Webb is an Investment Adviser Representative with Summit Global Investments, LLC. Danny has been in the industry for over 20 years and has a variety of experience in different roles, including at Girard Securities, Inc., World Group Securities, Inc., and WMA Securities, Inc. Danny is registered in Utah. Danny's specializations include financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Danny provides analytical services as part of his investment advisory services.

Firm Information

Danny Webb 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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Danny Webb’s Registration & Firm History

UT

05/28/2024 - Present

Summit Global Investments, LLC (St. George UT)

UT

04/22/2010 - 04/02/2012

GIRARD SECURITIES, INC. (ST. GEORGE UT)

UT

04/12/2002 - 10/06/2009

WORLD GROUP SECURITIES, INC. (HURRICANE UT)

GA

07/14/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danny Trane Webb.
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