CE
CE

Christopher Philip Ervin

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a producer of non-variable insurance since 2023 and an IAR with Summit Global Investments, LLC, also since 2023. He also owns a real estate sales/rental/property management company with his wife and is the owner of Christopher P Ervin, CPA, PC, a tax preparation/accounting/bookkeeping firm since 2005.

Employment History
Current Registrations
Equity Services, INC.Broker
September 2025 - Present · 5 mos
Equity Services, INC.
September 2025 - Present · 5 mos
Summit Global Investments, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
January 2024 - September 2025 · 1 yr 8 mos
Transamerica Financial Advisors, INC.
April 2012 - September 2023 · 11 yrs 5 mos
Transamerica Financial Advisors, INCBroker
January 2012 - September 2023 · 11 yrs 8 mos
World Group Securities, INC.Broker
October 2008 - January 2012 · 3 yrs 3 mos
State Registrations3 states
COIATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.