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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lee Thawley is an Investment Advisor Representative with Summit Global Investments, LLC, registered in California and Utah. Richard has been with Summit Global Investments, LLC since July 2013 and holds the Series 65 license. Richard specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and analytical services.
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
01/24/2018 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
IA
Issued 04/09/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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