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LP

Lance K. Packer

SUMMIT GLOBAL INVESTMENTS
Gilbert, AZ
Some features on this profile are disabled
CRD#: 6750201
LP

Professional summary

Lance K Packer is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Gilbert, Arizona.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lance has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SNOCASTLE, LLC, DBA BAHAMA BUCK'S/Investment Related - No/TWO LLC'S...SNOCASTLE, LLC AND SNOCASTLE2, LLC BOTH DBA BAHAMA BUCK'S 3347 S. CLAIRBORNE AVE, GILBERT, AZ 85297 480-251-1158/BAHAMA BUCK'S SELLS FRANCHISES. OUR 2 LLC OWN 2 FRANCHISES EACH. THE 4 STORES (WORKING ON A 5TH STORE) SELL FROZEN DESSERTS - PRIMARILY SHAVED ICE AND SMOOTHIES./MEMBER AND MANAGER IN EACH OF THE LLCS/02.2005/40/0/I AM THE OPERATING PARTNER. I OVERSEE THE GENERAL MANAGER AND CONSULT WITH HIM ON A REGULAR BASIS - MULTIPLE TIMES WEEKLY. I WORK WITH THE ARCHITECTS AND BUILDERS WHEN OPENING A NEW STORE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance K Packer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 31, 2023 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

RIA
CRD#: 157091
Gilbert, AZ
Past

April 5, 2017 - August 1, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
Mesa, AZ
Past

March 2, 2017 - August 1, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Mesa, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(8/31/2023)
IAR
Texas
(2/13/2025)
IAR
Utah
(2/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/3/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/2/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
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Contact information

Main Address
620 South Main Street, Bountiful, UT 84010
Mailing Address
620 South Main Street, Bountiful, UT 84010
Phone number
(888) 251-4847
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SGI BROCHURE (9/15/2025)
SGI BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts6,923
AUM (Assets Under Management)$ 1,921,141,101

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SUMMIT GLOBAL INVESTMENTS, LLC

CRD#: 157091Gilbert, AZ

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