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Marlow Lynn Felton

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Palm Beach Gardens, FLCRD #4784040Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
12 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marlow Lynn Felton has worked in the securities industry since 2004. They are registered to provide investment advisory services in 12 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 12 states
ArizonaColoradoFloridaGeorgiaIllinoisIowaMinnesotaMissouriNorth CarolinaOhioTexasUtah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/30/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 4/19/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/15/2004
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 5/17/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EQUITY SERVICES, INC.Current
8/7/2025Palm Beach Gardens, FL
SUMMIT GLOBAL INVESTMENTS, LLCCurrent
9/13/2023Englewood, CO
TRANSAMERICA FINANCIAL ADVISORS, INC.
1/6/20129/19/2023Englewood, CO
INVESTMENT ADVISORS INTERNATIONAL, INC.
6/14/20071/6/2012Centennial, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marlow Lynn Felton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marlow Lynn Felton - Financial Advisor in Palm Beach Gardens, FL | AdvisorFinder