Global Financial Advisory Services, Inc.

Global Financial Advisory Services, Inc. (CRD# 135234) is a financial advisory firm headquartered in Valencia, CA. They manage $58,445,058 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $292,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CA, TX

Financial Advisors at Global Financial Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David S. Garelick
CRD#: 2679553
23822 Valencia Blvd., Suite 304, Valencia, CA 91355
96
Wealthminder
score

David Garelick (CRD# 2679553) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 20 years of experience in the finance industry. David Garelick 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.

2
Peter M. Garelick
CRD#: 5382966
23822 Valencia Blvd., #304, Valencia, CA 91355
86
Wealthminder
score

Peter Garelick (CRD# 5382966) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 7 years of experience in the finance industry.

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