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Sharron Daisy Christensen

SUMMIT GLOBAL INVESTMENTS, LLC·BOUNTIFUL, Utah
Clean recordSUMMIT GLOBAL INVESTMENTS, LLC
620 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 7089078Firm CRD# 157091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharron Daisy Christensen · BOUNTIFUL, UT
Registration
CRD #7089078 · SUMMIT GLOBAL INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sharron Daisy Christensen is a registered financial advisor based in BOUNTIFUL, Utah, affiliated with SUMMIT GLOBAL INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT GLOBAL INVESTMENTS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at SUMMIT GLOBAL INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 7089078
Firm CRD# 157091
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharron Daisy Christensen offer?
Sharron Daisy Christensen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOUNTIFUL, Utah for a consultation.
What are Sharron Daisy Christensen's credentials?
Sharron Daisy Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharron Daisy Christensen located?
Sharron Daisy Christensen is based in BOUNTIFUL, Utah, working with SUMMIT GLOBAL INVESTMENTS, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How does Sharron Daisy Christensen charge for services?
Sharron Daisy Christensen's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT GLOBAL INVESTMENTS, LLC?
SUMMIT GLOBAL INVESTMENTS, LLC has approximately 32 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT GLOBAL INVESTMENTS, LLC

Lauritz Crookston Christensen
BOUNTIFUL, UT
Brent Gregory Messel
BOUNTIFUL, UT
Bryce Jay Sutton
BOUNTIFUL, UT
Carl Doane
BOUNTIFUL, UT
Carl Doane
BOUNTIFUL, UT
David Lee Harden
BOUNTIFUL, UT

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Research
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