Leonard Lamar Taylor

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

• 10/2013 → 07/2023
  Transamerica Financial Advisors, Inc
  Mesa, AZ
• 05/2012 → 07/2023
  World Financial Group, Inc.
  Mesa, AZ
• 03/2017 → Present
  Lamar Taylor Llc
  Mesa, AZ
• 09/2020 → Present
  Wt Land Holdings Llc.
  Phoenix, AZ
• 07/2023 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2014-04-07 → 2023-08-01
  Transamerica Financial Advisors, Llc
  Mesa, AZ
  Mesa, AZ

Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WT LAND HOLDINGS LLC.|INVESTMENT RELATED|1026 N. 27TH LN. PHOENIX, AZ 85009|RENTAL PROPERTY|OWNER|09.01.2020| 0 HOURS A MONTH|TENANTS ARE RENTING; I PAY FOR PROPERTY MANAGEMENT COMPANY TO COLLECT RENT, DEAL WITH TENANTS. Lamar Taylor LLC/Not Investment related/Member/3.23.17/1839 S. Alma School Road, Suite 380, Mesa, AZ 85210/Duties: n/a

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-03
• S63 Uniform Securities Agent State Law Examination
  2014-02-10