Financial ADVSR advisor directory · SEC adviser records
Global Financial Advisory Services, Inc. financial advisors in Valencia, CA
Every SEC-registered investment adviser representative at a Global Financial Advisory Services, Inc. office in Valencia, A to Z.
The short answer
3 registered advisors work at Global Financial Advisory Services, Inc. in Valencia, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Global Financial Advisory Services, Inc. advisors in Valencia, A to Z
Every Global Financial Advisory Services, Inc. advisor →- Barton J. BrewerCertified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- David S. GarelickCertified Financial Planner
- Peter M. GarelickCertified Financial Planner
Global Financial Advisory Services, Inc. advisors in every city and state →Global Financial Advisory Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Valencia
All Valencia advisors →Prosperitas Financial, LLC 29LPL Financial LLC 17Morgan Stanley 14Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3M2 Capital Advisors 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Global Financial Advisory Services, Inc. have in Valencia?
3 investment adviser representatives are registered at Global Financial Advisory Services, Inc. offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Global Financial Advisory Services, Inc. one of the largest advisor employers in Valencia?
Global Financial Advisory Services, Inc. ranks number 11 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.
How do I check a Global Financial Advisory Services, Inc. advisor in Valencia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Global Financial Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.