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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hartley Turley is an Investment Advisor Representative with Summit Global Investments, LLC. David has been in the industry since 2017 and has a Series 65 license. Summit Global Investments, LLC, is a registered investment adviser firm that provides financial planning and investment management services to individuals, businesses, and institutional clients. The firm has approximately $2 billion in assets under management. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to meet their specific needs.
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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AZ
02/06/2024 - Present
Summit Global Investments, LLC (Mesa AZ)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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