AdvisorOS Directory
Claim Profile
SC

Sharron Daisy Christensen

SUMMIT GLOBAL INVESTMENTS, LLC·BOUNTIFUL, Utah
Unclaimed Profile
620 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 7089078Firm CRD# 157091
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOUNTIFUL?

Browse all registered financial advisors in BOUNTIFUL, Utah or claim this profile if it's yours.

Browse BOUNTIFUL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOUNTIFUL
Ryan Eugene Craner — STRATEGIC PLANNING GROUP, LLCCarl Doane — SUMMIT GLOBAL INVESTMENTS, LLCDavid Lee Harden — SUMMIT GLOBAL INVESTMENTS, LLCJanaya Moscony — SG TRADING SOLUTIONS, LLCLauritz Crookston Christensen — SUMMIT GLOBAL INVESTMENTS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile