Lindsay Nelson

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

• 08/2013 → 05/2024
  My Investment Advisor
  St George, UT
• 05/2024 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2015-10-01 → 2024-09-03
  My Investment Advisor, Inc.
  St George, UT

Other Businesses

REAL ESTATE AGENT ON A REFERRAL-ONLY BASIS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-30