Corlan Robinson (CRD# 7856899) is an Investment Advisor Representative working at Summit Global Investments, LLC in Pine Valley, UT and has 1 year of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Employee Benefits Pro | Pine Valley, UT | Jan 2024 - Current | < 1 |
Summit Global Investments | Bountiful, UT | Jan 2024 - Current | < 1 |
Proofpoint | Pine Valley, UT | Sep 2022 - Jan 2024 | 1 |
Proofpoint | Draper, UT | Aug 2021 - Oct 2022 | 1 |
Progrexion | Provo, UT | Jan 2020 - Aug 2021 | 1 |
World Financial Group | American Fork, UT | Apr 2018 - Apr 2021 | 3 |
Utah Asphalt Services | Sandy, UT | Jul 2016 - Oct 2019 | 3 |
Milne Trucking | Fallbrook, CA | Apr 2015 - May 2016 | 1 |
Unemployed | Winchester, CA | Oct 2014 - Apr 2015 | < 1 |
The Church Of Jesus Christ Of Latter-day Saints | Frankfurt, | Oct 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management2,029MILLIONS
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Total Number of Accounts6,110ACCOUNTS
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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
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