Leonard Lamar Taylor
Investment adviser representative at Summit Global Investments, LLC
14 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
Are you Leonard Lamar Taylor? 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
14 years in the industry.
- Summit Global Investments, LLCJul 2023 to now
- Wt Land Holdings LLC.Sep 2020 to now
- Lamar Taylor LLCMar 2017 to now
- Transamerica Financial Advisors, IncOct 2013 to Jul 2023
- World Financial Group, Inc.May 2012 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6263856
- Firm CRD
- 157091