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David Lawrence

Summit Global Investments, LLC

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About David Lawrence

David Lawrence is a financial advisor who specializes in helping individuals and businesses with their investment needs. David is registered with the state of Colorado and has been in the industry for over 5 years. David is also an independent contractor with a focus on education and coaching in the financial space. David has worked for several firms including Transamerica Financial Advisors, Inc, World Financial Group, Inc., and now Summit Global Investments, LLC. Summit Global Investments, LLC is a firm based in Bountiful, Utah, and specializes in providing a range of financial services, including portfolio management, financial planning, and analytical services.

Firm Information

David Lawrence 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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David Lawrence’s Registration & Firm History

UT

11/09/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

CO

06/20/2023 - 10/03/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 11/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lawrence.
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