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Leonard Lamar Taylor

Summit Global Investments, LLC

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About Leonard Lamar Taylor

Leonard Lamar Taylor is a financial advisor with Summit Global Investments, LLC. He is registered as an Investment Advisor Representative in Arizona. Leonard has been in the financial services industry since 2012. Prior to joining Summit Global Investments, LLC, Leonard worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. He holds Series 6, 63, 65, and 26 licenses. Leonard specializes in providing financial planning, portfolio management, and analytical services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Leonard Taylor 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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Leonard Taylor’s Registration & Firm History

UT

09/05/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

AZ

02/10/2014 - 08/01/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Mesa AZ)

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Licenses & Designations

IA

Issued 04/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Lamar Taylor.
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