Your Ia
46yrs
Top advisor by experience in St. George
27yrs
Danny Webb is a fiduciary financial advisor in St. George, Utah, with 27 years in the industry. Danny joined Summit Global Investments in 2024, after 15 years at MY Investment Advisor and two 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 179 advisors with offices in St. George, and one of 175 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 10% by experience at Summit Global Investments
OfficeSt. George, UT
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
- 2024 – nowSummit Global Investments, LLCCurrent firm
- 2009 – 2024MY Investment Advisor, Inc.Previously
- 2007 – 2009Investment Advisors International, Inc.Previously
Questions to ask Danny
Tailored to Danny’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Danny
How do I contact Danny?
Call Summit Global Investments at 888-251-4847 and ask for Danny Webb. Danny works from the St. George, UT office.
How long has Danny been a financial advisor?
Danny has been in the industry since 1999, about 27 years. Top 10% by experience at Summit Global Investments.
What licenses does Danny hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danny a fiduciary?
Danny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danny paid?
Summit Global Investments reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Danny 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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