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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Franklin Paxton is an investment advisor representative at Summit Global Investments, LLC, and has been in the financial industry for over 18 years. Paul has a wide range of experience, specializing in working with high-net-worth individuals, investment companies, corporations, and other businesses. He is licensed to provide investment advice in multiple states and has the Series 6, 63, 65, and 26 licenses. Paul has been with Summit Global Investments, LLC since November 2023 and previously worked with LPL Financial LLC and Transamerica Financial Advisors, Inc.
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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2
UT
11/09/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
01/24/2022 - 11/14/2023
LPL FINANCIAL LLC (ST GEORGE UT)
UT
01/06/2012 - 02/02/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. GEORGE UT)
UT
06/29/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ST. GEORGE UT)
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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