Global Financial Advisor I, LP

Global Financial Advisor I, LP (CRD# 132406) is a financial advisory firm headquartered in Plano, TX. They manage $28,885,176 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $285,992
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
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.

TX

Financial Advisors at Global Financial Advisor I, LP
Showing 1 - 1 of 1 top financial advisors.
1
Angelo C. Prieto
CRD#: 4837146
5501 Independence Parkway, Suite 314, Plano, TX 75023
51
Wealthminder
score

Angelo Prieto (CRD# 4837146) is an Investment Advisor Representative working at Global Financial Advisor I, LP in Plano, TX and has over 13 years of experience in the finance industry. Angelo Prieto 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.