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Weston S Cordon

Summit Global Investments, LLC

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About Weston S Cordon

Weston Cordon is an Investment Advisor Representative with Summit Global Investments, LLC in Bountiful, UT. Weston has been in the industry since January 2020 and has a Series 63, Series 65, Series 6TO, and SIE licenses. Weston specializes in investment companies, corporations and other businesses, individuals (other than high net worth), individuals (high net worth), and charitable organizations.

Firm Information

Weston Cordon 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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Weston Cordon’s Registration & Firm History

UT

09/25/2023 - Present

Summit Global Investments, LLC (Bountiful UT)

UT

01/04/2020 - 09/22/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)

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Licenses & Designations

BC

Issued 02/20/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Weston S Cordon.
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