Annette Marshall, financial advisor Atlanta GA

Annette Marshall

CRD Number: 1989429
Current Firm: Globalt Investments

Annette Marshall (CRD# 1989429) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Globalt Investments Atlanta, GA Oct 2021 - Current < 1
Triad Advisors Norcross, GA Apr 2019 - Oct 2021 2
Ics Group Hartford, CT Jun 2018 - Apr 2019 < 1
Unemployed Fayetteville, GA Aug 2016 - May 2018 1
Atlanta Life Investment Advisors, Inc. Atlanta, GA Jan 2006 - Jul 2016 10
Herndon Capital Atlanta, GA Oct 2005 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Annette M. Marshall
Phone Number: 404-364-2188
Firm Website: http://www.globalt.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $738,540
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY

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