Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Eldon Tanner Driggs is an investment advisor representative with Summit Global Investments, LLC. Nathan has been in the industry since December 2016 and holds a Series 66 and Series 63 license, along with Series 9, Series 10, SIE and Series 7 licenses. Nathan has experience in various financial services roles, including Support Team Lead at Summit Global Investments, LLC, and insurance producer at Nathan Driggs. Nathan has a diverse clientele including high net worth 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.
1
2
UT
09/11/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
RI
12/12/2016 - 09/11/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Driggs is the right advisor for you? Invested Better is here to help.
