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Robert Anthony Sale

Summit Global Investments, LLC

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About Robert Anthony Sale

Robert Sale is an Investment Advisor Representative with Summit Global Investments, LLC based in Bountiful, UT. Robert is also registered with the state of Utah, California and South Carolina. Robert has been in the financial industry since 2006. Previously, Robert was affiliated with TRANSAMERICA FINANCIAL ADVISORS, INC. and WORLD GROUP SECURITIES, INC. Robert holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Robert Sale 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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Robert Sale’s Registration & Firm History

UT

11/13/2024 - Present

Summit Global Investments, LLC (SARATAOGA SPRINGS UT)

CA

01/06/2012 - 06/01/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (Irvine CA)

SC

05/29/2006 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PIEDMONT SC)

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Licenses & Designations

IA

Issued 09/05/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Anthony Sale.
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