Paul Franklin Paxton
Investment adviser representative at Summit Global Investments, LLC
22 yearsExperience
4 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
Are you Paul Franklin Paxton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Equity Services, Inc.Sep 2025 to now
- Summit Global Investments, LLCNov 2023 to now
- Paul PaxtonNov 2023 to now
- Carvana Ppa TourJan 2023 to now
- Paxton Financial Management, LLCJun 2009 to now
- United Planners Financial ServicesDec 2023 to Oct 2024
- LPL Financial LLCJan 2022 to Nov 2023
- Transamerica Financial Advisors, IncJan 2012 to Jan 2022
- World Financial Group, Inc.Sep 2004 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (CO, NV, TX, UT).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4894203
- Firm CRD
- 157091