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Amy Melissa Brown

9 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

Amy is a partner in G2G Enterprises, LLC, and Summit Global Investments, LLC. She is also an agent for non-variable insurance since 2020, and a partner in Summit Global Private Wealth.

Employment History
Current Registrations
Equity Services, INC.Broker
September 2025 - Present · 5 mos
Summit Global Investments, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
November 2023 - September 2025 · 1 yr 10 mos
Verity Investments, INC.Broker
September 2023 - November 2023 · 2 mos
Transamerica Financial Advisors, INC.
September 2022 - August 2023 · 11 mos
Transamerica Financial Advisors, INCBroker
February 2016 - August 2023 · 7 yrs 6 mos
State Registrations10 states
AZCOCTFLGAIDNMNVTNUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.