Global Assets Advisory, LLC

Global Assets Advisory, LLC (CRD# 300460) is a financial advisory firm headquartered in Orlando, FL. They manage $303,128,794 in 1,662 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
111 N. Orange Avenue, Suite 1000, Orlando, FL 32801
https://www.iaac.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,662
    ACCOUNTS
  • Average Account Value
    $182,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Global Assets Advisory, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alan Hansen, financial advisor Kamas UT
Alan O. Hansen
CRD#: 5588169
228 State Road 248, Suite 2a, Kamas, UT 84036

Alan Hansen (CRD# 5588169) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Kamas, UT and has over 15 years of experience in the finance industry.

2
Jay Jensen, financial advisor Orlando FL
Jay P. Jensen
CRD#: 5363633
111 N. Orange Avenue, Suite 1000, Orlando, FL 32801

Jay Jensen (CRD# 5363633) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Orlando, FL and has over 16 years of experience in the finance industry.

3
David Lloyd, financial advisor Orlando FL
David J. Lloyd
CRD#: 5012137
111 N. Orange Avenue, Suite 1000, Orlando, FL 32801

David Lloyd (CRD# 5012137) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

4
Timothy Rigsby, financial advisor Merrillville IN
Timothy J. Rigsby
CRD#: 5656773
Merrillville, IN

Timothy Rigsby (CRD# 5656773) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Merrillville, IN and has over 13 years of experience in the finance industry.

5
Amy Yost, financial advisor Kamas UT
Amy W. Yost
CRD#: 4634842
228 State Road 248, Suite 2a, Kamas, UT 84036

Amy Yost (CRD# 4634842) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Kamas, UT and has over 20 years of experience in the finance industry.

6
Laurna Hart James, financial advisor Baton Rouge LA
Laurna M. Hart James
CRD#: 2860340
8550 United Plaza Blvd, Suite 702, Baton Rouge, LA 70809

Laurna Hart James (CRD# 2860340) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Baton Rouge, LA and has over 22 years of experience in the finance industry.

7
Benjamin Zamojski, financial advisor Merrillville IN
Benjamin J. Zamojski
CRD#: 6738764
200 East 80th Place, #200, Merrillville, IN 46410

Benjamin Zamojski (CRD# 6738764) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Merrillville, IN and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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