1st Global Advisors Inc.

1st Global Advisors Inc. (CRD# 111133) is a financial advisory firm headquartered in Dallas, TX. They manage $7,092,967,572 in 21,134 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,093
    MILLION
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at 1st Global Advisors Inc.
Showing 1 - 10 of 871 top financial advisors.
1
Wesley A. Gersh
CRD#: 5095068
1300 Clear Springs Trace, Suite 3, Louisville, KY 40223
98
Wealthminder
score

Wesley Gersh (CRD# 5095068) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Louisville, KY and has over 11 years of experience in the finance industry.

2
Elford S. Morgan
CRD#: 4373245
390 E. Henry Street, Suite 201, Spartanburg, SC 29302
98
Wealthminder
score

Elford Morgan (CRD# 4373245) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Spartanburg, SC and has over 16 years of experience in the finance industry.

3
Paul B. Abbou
CRD#: 4234153
333 John Carylye Street, Suite 620, Alexandria, VA 22314
96
Wealthminder
score

Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Alexandria, VA and has over 14 years of experience in the finance industry. Paul Abbou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew T. Adams
CRD#: 2354504
432 W. 11th Avenue, Eugene, OR 97401
96
Wealthminder
score

Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Eugene, OR and has over 18 years of experience in the finance industry. Matthew Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David B. Alexander
CRD#: 5264835
284 Ayer Road, Harvard, MA 01451
96
Wealthminder
score

David Alexander (CRD# 5264835) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Harvard, MA and has over 10 years of experience in the finance industry. David Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jason J. Allen
CRD#: 4151847
12750 Merit Drive, Suite 1200, Dallas, TX 75251
96
Wealthminder
score

Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 17 years of experience in the finance industry. Jason Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matthew J. Anderson
CRD#: 5104150
4747 Morena Boulevard, Suite 102, San Diego, CA 92117
96
Wealthminder
score

Matthew Anderson (CRD# 5104150) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Diego, CA and has over 11 years of experience in the finance industry. Matthew Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jordan N. Andreola
CRD#: 4975943
12750 Merit Drive, Suite 1200, Dallas, TX 75251
96
Wealthminder
score

Jordan Andreola (CRD# 4975943) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 12 years of experience in the finance industry.

9
Stephen A. Batman
CRD#: 1678685
12750 Merit Drive, Suite 1200, Dallas, TX 75251
96
Wealthminder
score

Stephen Batman (CRD# 1678685) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 28 years of experience in the finance industry. Stephen Batman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Joseph L. Bell
CRD#: 5495519
10500 Little Patuxent Parkway, Suite 710, Columbia, MD 21044
96
Wealthminder
score

Joseph Bell (CRD# 5495519) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Columbia, MD and has over 8 years of experience in the finance industry. Joseph Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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