Franklin NewsomCRD Number: 4945177
Current Firm: Summit Global Investments, LLC
Franklin Newsom (CRD# 4945177) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 17 years of experience in the finance industry.
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
Rock House Financial
|Presidium Partners, LLC||San Ramon, CA||Aug 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Total Assets Under Management1,758MILLIONS
Total Number of Accounts2,929ACCOUNTS
Average Account Value$600,249
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
AZ, CA, CO, FL, GA, IA, ID, IL, IN, ME, MN, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA
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