Lindsay Nelson
Investment adviser representative at Summit Global Investments, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Summit Global Investments, LLCMay 2024 to now
- My Investment AdvisorAug 2013 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 6503391
- Firm CRD
- 157091