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Marlys Ann Nash

Summit Global Investments, LLC

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About Marlys Ann Nash

Marlys Ann Nash is a registered investment advisor representative with Summit Global Investments, LLC. Marlys Ann Nash has been in the securities industry for 11 years, beginning her career in 2012. Marlys Ann Nash's current employment is with Summit Global Investments, LLC in Bountiful, UT. Marlys Ann Nash also has previous experience with Verity Investments, Inc., Transamerica Financial Advisors, Inc, and World Group Securities, Inc.. Marlys Ann Nash holds the Series 6, Series 63, Series 65, and SIE securities licenses.

Firm Information

Marlys Nash 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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Marlys Nash’s Registration & Firm History

UT

08/25/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

NC

09/27/2023 - 12/06/2023

VERITY INVESTMENTS, INC. (DURHAM NC)

CO

01/06/2012 - 08/31/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)

CO

01/12/2012 - 01/06/2012

WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)

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Licenses & Designations

IA

Issued 10/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marlys Ann Nash.
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