Company Information

Get to know Summit Global Investor Services

Summit Global Investor Services is a full-service, independent financial firm dedicated to helping clients build wealth and protect their assets. Established with the mission to provide objective, customized financial strategies, the company operates without the pressure of proprietary product sales. They focus on a range of services including investment management, retirement planning, financial planning, and insurance services, tailoring their approach to each client's unique goals. The firm is affiliated with Cambridge Investment Research, Inc., a registered broker-dealer, to offer securities and advisory services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Summit Global Investor Services

United Kingdom

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.