linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Steven Farrell

Summit Global Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Steven Farrell

Robert Farrell is a financial advisor with Summit Global Investments, LLC, based in Bountiful, UT. Robert has over 20 years of experience in the financial services industry and is registered in California, Idaho, and Utah. Robert specializes in providing financial planning, portfolio management, and analytical services.

Firm Information

Robert Farrell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Farrell’s Registration & Firm History

UT

03/18/2021 - Present

Summit Global Investments, LLC (Bountiful UT)

NY

07/31/2002 - 08/24/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

09/02/1997 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

CA

09/13/1994 - 08/29/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

Not sure if Robert Steven Farrell is right for you?

Licenses & Designations

IA

Issued 12/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Steven Farrell.
Not sure if Robert Steven Farrell is right for you?