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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Nelson is an Investment Advisor Representative registered with Summit Global Investments, LLC. Lindsay is active in Utah and has been in the industry since August 2013. Lindsay specializes in retirement planning, financial planning, and portfolio management. Lindsay provides services for individuals, businesses, and investment companies.
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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UT
05/28/2024 - Present
Summit Global Investments, LLC (St. George UT)
IA
Issued 09/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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