Global Financial Private Capital, LLC

Global Financial Private Capital, LLC (CRD# 132070) is a financial advisory firm headquartered in Sarasota, FL. They manage $5,864,324,208 in 66,671 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,864
    MILLION
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

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

Financial Advisors at Global Financial Private Capital, LLC
Showing 1 - 10 of 309 top financial advisors.
1
Rodney D. Jarrell
CRD#: 6386637
2340 E. Trinity Mills Rd., Suite 300, Carrollton, TX 75006
103
Wealthminder
score

Rodney Jarrell CPA, CFP®, IAR (CRD# 6386637) is an Investment Advisor Representative working at Global Financial Private Capital, LTD in Carrollton, TX and has 35 year of experience in the finance industry.

2
Edwin J. Ahrens
CRD#: 1127984
4332 Boulevard Park S, Mobile, AL 36609
96
Wealthminder
score

Edwin Ahrens (CRD# 1127984) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Mobile, AL and has over 17 years of experience in the finance industry.

3
Michael J. Cajthaml
CRD#: 1604873
7400 W. 130th St. Ste. 130, Overland Park, KS 66213
96
Wealthminder
score

Michael Cajthaml (CRD# 1604873) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Overland Park, KS and has over 25 years of experience in the finance industry. Michael Cajthaml 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.

4
Soren T. Christensen
CRD#: 5167067
5150 N. Tamiami Trail, Ste 600, Naples, FL 34103
96
Wealthminder
score

Soren Christensen (CRD# 5167067) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Naples, FL and has over 9 years of experience in the finance industry. Soren Christensen 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.

5
Leonard P. Cole
CRD#: 2421588
40395 Winchester Road Ste. A, Temecula, CA 92591
96
Wealthminder
score

Leonard Cole (CRD# 2421588) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Temecula, CA and has over 22 years of experience in the finance industry. Leonard Cole 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.

6
Christopher G. Conness
CRD#: 4778193
2810 East Oakland Park Blvd, Suite 101, Fort Lauderdale, FL 33306
96
Wealthminder
score

Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.

 

Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he has been a part for over 30 years.

 

Mr. Conness is the Co-host of the financial radio show the “Road to Retirement Income Show” on 610 WIOD and iheartradio, an accredited course instructor with the Florida Bar on 1031 Exchanges, and co-author of the book “Ultimate Success Guide” in which he coauthored with Best Selling Author, Brian Tracy. He has been featured and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as NBC, ABC, CBS and FOX as a distinguished investment advisor in his field.

 

Mr. Conness attended The University of Findlay, OH where he was a member of the National Championship Football Team and he holds a Bachelors of Business Administration from Florida Atlantic University.

 

Grant currently resides in Fort Lauderdale with his wife Jessica and four children. He is a passionate sports fan and enjoys boating, surfing, paddleboarding, and spending quality time with his family.

7
Stephen M. Fedak
CRD#: 2124519
501 North Cattlemen Road, Suite 106, Sarasota, FL 34232
96
Wealthminder
score

Stephen Fedak (CRD# 2124519) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sarasota, FL and has over 25 years of experience in the finance industry. Stephen Fedak 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.

8
Geoffrey A. Frazier
CRD#: 1991946
2080 Ringling Blvd, 2nd Floor, Sarasota, FL 34237
96
Wealthminder
score

Geoffrey Frazier (CRD# 1991946) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sarasota, FL and has over 26 years of experience in the finance industry. Geoffrey Frazier 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.

9
Robert H. Fugate
CRD#: 2998559
9729 Cogdill Road, Suite # 101, Knoxville, TN 37932
96
Wealthminder
score

Robert Fugate (CRD# 2998559) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Knoxville, TN and has over 18 years of experience in the finance industry. Robert Fugate 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.

10
James E. Jeansonne
CRD#: 4044496
308 E. Lamar St., Jasper, TX 75951
96
Wealthminder
score

James Jeansonne (CRD# 4044496) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Jasper, TX and has over 17 years of experience in the finance industry. James Jeansonne 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.

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