Gregory Caldwell (CRD# 6893219) is an Investment Advisor Representative working at Summit Global Investments, LLC in Centennial, CO and has over 3 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners | Scottsdale, AZ | Nov 2023 - Current | < 1 |
Summit Global Investments LLC | Centennial, CO | Oct 2023 - Current | < 1 |
Summit Global Investment | Bountiful, UT | Sep 2023 - Current | < 1 |
Greg R Caldwell-non-variable Insurance | Centennial, CO | Sep 2023 - Current | < 1 |
G And G Enterprises | Centennial, CO | Mar 2015 - Current | 9 |
College Loan Freedom.com | Henderson, NV | Jul 2019 - Sep 2023 | 4 |
Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Dec 2017 - Sep 2023 | 5 |
World Financial Group, Inc. | Greenwood Village, CO | Feb 2017 - Sep 2023 | 6 |
Axis Labs | Englewood, CO | Sep 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CO
-
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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