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Lane R Spencer

Summit Global Investments, LLC

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About Lane R Spencer

Lane Spencer is a Registered Investment Advisor with Summit Global Investments, LLC. Lane has been working in the financial industry since 1992 and holds Series 7, 63, and 65 licenses. Lane also specializes in providing analytical services, financial planning, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Lane is a highly experienced financial advisor with a proven track record of success.

Firm Information

Lane Spencer 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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Lane Spencer’s Registration & Firm History

AZ

03/23/2023 - Present

Summit Global Investments, LLC (Mesa AZ)

NA

07/01/1993 - 07/22/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

03/09/1993 - 06/11/1993

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.

NA

08/19/1992 - 03/02/1993

FIDELITY BROKERAGE SERVICES, INC.

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Licenses & Designations

IA

Issued 12/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lane R Spencer.
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