Global Financial Advisor I, LP

Global Financial Advisor I, LP (CRD# 132406) is a financial advisory firm headquartered in Plano, TX. They manage $28,998,945 in 98 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
    98
    ACCOUNTS
  • Average Account Value
    $295,908
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
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
48
Wealthminder
score

Angelo Prieto (CRD# 4837146) is an Investment Advisor Representative working at Global Financial Advisor I, LP in Plano, TX and has over 12 years of experience in the finance industry.

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