Financial ADVSR advisor directory · SEC adviser records
Globalt Investments financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Globalt Investments office in Atlanta, A to Z.
The short answer
12 registered advisors work at Globalt Investments in Atlanta, out of 12 at the firm nationwide; it ranks number 66 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Globalt Investments advisors in Atlanta, A to Z
Every Globalt Investments advisor →- Jairus K. BuchananChartered Financial Analyst
- Drake J. CraigChartered Financial Analyst
- Gary E. FullamChartered Financial Analyst
- Veronica A. FultonChartered Financial Analyst
- James G. KishInvestment adviser rep
- Cheryl W. LavetteInvestment adviser rep
- William G. LeftwichInvestment adviser rep
- Annette M. MarshallInvestment adviser rep
- Thomas A. Martin Jr.Chartered Financial Analyst
- William H. Roach Jr.Investment adviser rep
- Marc O. SydnorInvestment adviser rep
- Kimberly D. WoodyInvestment adviser rep
Globalt Investments advisors in every city and state →Globalt Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Globalt Investments have in Atlanta?
12 investment adviser representatives are registered at Globalt Investments offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Globalt Investments one of the largest advisor employers in Atlanta?
Globalt Investments ranks number 66 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.
How do I check a Globalt Investments advisor in Atlanta?
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 Globalt Investments 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.