Suzy Giorgio

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

• 03/2008 → 05/2024
  World Financial Group
  Newport Beach, CA
• 01/2012 → 05/2024
  Transamerica Financial Advisors, Inc
  Newport Beach, CA
• 09/2014 → 12/2018
  Sjg Enterprises, Inc.
  Canoga Park, CA
• 11/2018 → 03/2022
  Debtmerica
  Santa Ana, CA
• 01/2016 → Present
  Net Law
  Louisville, KY
• 04/2019 → Present
  Dynamic Expansion Inc
  La Crescenta, CA
• 07/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 02/2023 → Present
  Axxess Benefit Consultants Llc
  Hampton, GA
• 01/2008 → Present
  Revolution Financial Management
  Thousand Oaks, CA
• 05/2024 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2012-01-06 → 2024-04-30
  Transamerica Financial Advisors, Llc
  Rancho Cucamonga, CA
  Irvine, CA
  Irvine, CA
• 2011-01-19 → 2012-01-06
  Investment Advisors International, Inc.
  Camarillo, CA
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

LSPN Pro, LLC / 0722-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Svc / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients Dynamic Expansion Inc/0419-Present/ Investment Related: No/2629 Foothill Blvd., Suite #212 La Crescenta, CA 91214/ Marketing Rep/ Marketing and Event Company/ Hrs Work Monthly: 1/ Sec Trading Hrs: 0/ No usual daily activities Net Law / 0116-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd, Ste. 124 Louisville, KY 40243 / Referrals / Estate Planning, Wills and Trusts / hrs work monthly: 1 / Sec trading hrs: 0 / Occasionally refer clients AXXESS BENEFIT CONSULTANTS LLC POSITION: agent NATURE: Medicare Advantage INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 12429 Edgewater Drive, Hampton GA 30228, United States DESCRIPTION: Selling Medicare Advantage provided by Medicare REVOLUTION FINANCIAL MANAGEMENT \\ POSITION: Agent Registered Rep \\ NATURE: WFG business, insurance, securities, etc INVESTMENT RELATED: Yes NUMBER OF HOURS: 400 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2008 ADDRESS: 515 Marin St,, Thousand Oaks CA 91360 \\ DESCRIPTION: No different that what I have been doing to WFG/TFA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-11
• S63 Uniform Securities Agent State Law Examination
  2008-06-28

Other Names

• Susan Schlosser
• Susan Aberson