Christopher Philip Ervin
Investment adviser representative at Summit Global Investments, LLC
23 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
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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
23 years in the industry.
- Equity Services, Inc.Sep 2025 to now
- Christopher Philip ErvinNov 2023 to now
- Summit Global Investments, LLCOct 2023 to now
- 3076 Prentice LLCFeb 2017 to now
- Christopher P. Ervin, Cpa, PcSep 2005 to now
- United Planners Financial ServicesJan 2024 to Sep 2025
- Beth Eden Centenary Baptist ChurchJan 2023 to Jan 2026
- Personal Residential RentalFeb 2017 to Feb 2017
- Transamerica Financial Advisors, IncJan 2012 to Oct 2023
- World Financial GroupJun 2008 to Oct 2023
- Beth Eden Centenary Baptist ChurchJul 2003 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 5558801
- Firm CRD
- 157091