Robert M Brown
Investment adviser representative at Summit Global Investments, LLC
10 yearsExperience
6 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
10 years in the industry.
- United PlannersNov 2023 to now
- Summit Global Investments, LLCAug 2023 to now
- Robert Brown-non Variable InsAug 2023 to now
- Verity Investments, Inc.Aug 2023 to Nov 2023
- WealthwaveJan 2020 to Jul 2023
- Transamerica Financial Advisors, IncJun 2016 to Jul 2023
- Business Networking International (bni)Jan 2016 to Jan 2020
- Managed Wealth FinancialApr 2013 to Jul 2023
- World Financial Group, Inc.Mar 2013 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 6 states (ID, NM, NV, TN, 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
- 6037425
- Firm CRD
- 157091