Andrew Child
Investment adviser representative at Summit Global Investments, LLC
19 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 yearsFirm in business
Are you Andrew Child? 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
19 years in the industry.
- Summit Global Investments, LLCAug 2023 to now
- Cfefin LLCJun 2022 to now
- Pursue Strategic, LLCMay 2022 to now
- Child Family Enterprises, LLCAug 2015 to now
- Transamerica Financial Advisors, IncSep 2014 to Aug 2023
- Ice Castles LLCAug 2012 to Apr 2022
- World Financial Group, Inc.Jul 2012 to Aug 2023
- Bangerter Brothers RealtyJan 2007 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6400192
- Firm CRD
- 157091