Danny Trane Webb

Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → Present
  Intermountain Healthcare
  St. George, UT
• 09/2009 → Present
  My Investment Advisor Inc.
  St. George, UT
• 09/2009 → Present
  Danny Webb
  St George, UT
• 06/2011 → Present
  Fruition Financial
  St George, UT
• 05/2024 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2009-10-26 → 2024-09-03
  My Investment Advisor, Inc.
  St George, UT
• 2007-06-11 → 2009-10-06
  Investment Advisors International, Inc.
  Hurricane, UT

Other Businesses

FINANCIAL FREEDOM ALLIANCE NOT INVESTMENT RELATED FIXED LIFE INSURANCE, INDEPENDENT LIFE INSURANCE AGENT. STARTED 09/2010. END 12/31/2016.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-08
• S63 Uniform Securities Agent State Law Examination
  1999-07-12

Other Names

• Danny T Webb