Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harden is an investment advisor representative with Summit Global Investments, LLC in Bountiful, Utah. David has been in the financial services industry since 1993 and is registered with the state of Utah. David has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Representative Examination (Series 7), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). David provides financial planning, 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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2
UT
01/24/2018 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
RI
09/20/1999 - 02/09/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
02/23/1999 - 09/20/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/12/1993 - 02/23/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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