Amy Brown (CRD# 6377882) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 8 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Nov 2023 - Current | < 1 |
Summit Global Investments, LLC | Bountiful, UT | Aug 2023 - Current | < 1 |
Amy Brown-non Variable Ins | Woods Cross, UT | Mar 2020 - Current | 4 |
Verity Investments, Inc. | Durham, NC | Sep 2023 - Nov 2023 | < 1 |
World Financial Group, Inc. | Clearfield, UT | Feb 2007 - Oct 2023 | 16 |
Transamerica Financial Advisors, Inc. | Clearfield, UT | Jul 2014 - Aug 2023 | 9 |
Net Law Group Inc. | Louisville, KY | Jun 2020 - Oct 2022 | 2 |
Business Networking International | Charlotte, NC | Jun 2010 - Jan 2020 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2016 |
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- ID
- UT
-
Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
-
Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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