David Lawrence
Investment adviser representative at Summit Global Investments, LLC
9 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
9 years in the industry.
- Summit Global Investments, LLCOct 2023 to now
- David Lawrence IcSep 2023 to now
- Transamerica Financial Advisors, IncJun 2023 to Oct 2023
- World Financial Group, Inc.Jun 2022 to Oct 2023
- StudentFeb 2022 to Jun 2022
- Independent Rebuild SpecialistsJan 2019 to Feb 2022
- Elward Systems CorporationJan 2018 to Jan 2019
- UnemployedDec 2017 to Jan 2018
- Gen 3 ConstructionDec 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7767789
- Firm CRD
- 157091