Ronald Scott Means

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

• 06/2001 → 02/2017
  World Financial Group
  Pleasanton, CA
• 01/2012 → 02/2017
  Transamerica Financial Advisors, Inc
  Pleasanton, CA
• 02/2017 → Present
  Summit Global Investments
  Bountiful, UT
• 02/2017 → Present
  Lifepro Financial Services, Inc.
  San Diego, CA

Previous Registrations

• 2012-01-06 → 2018-02-26
  Transamerica Financial Advisors, Llc
  Pleasanton, CA
• 2006-08-24 → 2012-01-06
  Investment Advisors International, Inc.
  Pleasanton, CA
  Elk Grove, CA
  Pleasanton, CA
  Pleasanton, CA

Other Businesses

LifePro Financial Services, Inc. 11512 El Camino Real, Suite 100 San Diego, California 92130 Non investment-related business. Approximately 5% of time. Duties and role: helping clients with insurance needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-23
• S63 Uniform Securities Agent State Law Examination
  2000-04-26