Colton Chad Tucker
Investment adviser representative at Summit Global Investments, LLC
11 yearsExperience
2 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
11 years in the industry.
- Summit Global Investments, LLCDec 2023 to now
- Hope & Henry, LLCMay 2021 to now
- TransamericaJun 2023 to Nov 2023
- NutraceuticalJun 2020 to Apr 2021
- Ministerio De EducacionNov 2019 to Mar 2020
- Utah Drivers License DivisionApr 2019 to Sep 2019
- America First Credit UnionMay 2018 to Mar 2019
- Utah Behavior SciencesAug 2017 to May 2018
- Church of Jesus Christ of Latter Day SaintsAug 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7947878
- Firm CRD
- 157091