Primerica Advisors
42yrs
Top advisor by experience in Bountiful
18yrs
Daniel Congram
Full name on record: Daniel PATRICK Congram
Financial advisor at Summit Global Investments
Daniel Congram is a fiduciary financial advisor in Bountiful, Utah, with 18 years in the industry. Daniel joined Summit Global Investments in 2023, after less than a year at Transamerica Financial Advisors and three years at Investment Advisors International. Summit Global Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 110 advisors with offices in Bountiful, and one of 108 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 68% of advisors at Summit Global Investments
Office620 South Main Street, Bountiful, UT 84010
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$88,371
Advisors at the firm101
States licensed ?1 state
Services through Summit Global Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowSummit Global Investments, LLCCurrent firm
- Mar 2023 – Jul 2023Transamerica Financial Advisors, LLCPreviously
- 2012 – 2014Transamerica Financial Advisors, LLCPreviously
- 2008 – 2012Investment Advisors International, Inc.Previously
Contact Daniel
(888) 251-4847Summit Global Investments main office 620 South Main StreetBountiful, UT 84010Office · Get directions LinkedIn pageSummit Global Investments
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Summit Global Investments at (888) 251-4847 and ask for Daniel Congram. Daniel works from the Bountiful, UT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 68% of advisors at Summit Global Investments.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Summit Global Investments reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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