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).
Total Assets Under Management58MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$292,225
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Garelick (CRD# 2679553) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 21 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.
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.