Global Financial Private Capital, LLC

Global Financial Private Capital, LLC (CRD# 132070) is a financial advisory firm headquartered in Sarasota, FL. They manage $5,676,356,475 in 63,776 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,676
    MILLION
  • Total Number of Accounts
    63,776
    ACCOUNTS
  • Average Account Value
    $89,005
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 216 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
William J. Revoir
CRD#: 873583
2075 West Big Beaver Rd., Ste. 610, Troy, MI 48084
100
Wealthminder
score

William Revoir (CRD# 873583) is an Investment Advisor Representative and  Principal, Wealth Managment Division at Quest Financial, LLC in Troy, MI.

 

Securities are offered via Global Financial Private Capital, LLC, an SEC Registered Investment Advisory firm in Sarasota, FL. (CRD#132070)

 

Bill has been in the financial services industry since 1979. When he joined Quest Financial, he brought with him extensive knowledge and experience in retirement planning and wealth management. He has passed Series 65 securities exam, and  holds a Michigan life, health and accident insurance license.

 

Heading up the Wealth Management Division of Quest Financial, Bill specializes in designing comprehensive wealth management strategies for individuals, families and businesses. As part of our advisory team, Bill develops retirement plans for our clients that focus on a variety of investment, insurance and wealth management products.

 

Bill Says:“We believe that it is imperative for every retiree to have a well-designed income plan as well as a solidly constructed wealth management portfolio. Consequently, we conduct comprehensive research for our investors, providing them with groundbreaking, innovative wealth management platforms.  Our philosophy focuses on growth, liquidity and safety".

 

3
Richard W. Bird
CRD#: 2513217
1220 North Main St., Suite 9, Springville, UT 84663
96
Wealthminder
score

Richard Bird (CRD# 2513217) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Springville, UT and has over 23 years of experience in the finance industry.

4
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.

5
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 27 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.

6
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 18 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.

7
James D. Kersey
CRD#: 1011760
2204 Plaza Dr, Ste 100, Rocklin, CA 95765
96
Wealthminder
score

James Kersey (CRD# 1011760) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Rocklin, CA and has over 23 years of experience in the finance industry.

8
Cameron D. McGregor
CRD#: 3068444
2001 Route 46 East, Ste. 209, Parsippany, NJ 07054
96
Wealthminder
score

Cameron McGregor (CRD# 3068444) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Parsippany, NJ and has over 19 years of experience in the finance industry.

9
Loren J. Merkle
CRD#: 3144188
5409 Nw 88th St. Ste. 200, Johnston, IA 50131
96
Wealthminder
score

Loren Merkle (CRD# 3144188) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Johnston, IA and has over 19 years of experience in the finance industry. Loren Merkle 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
Michael A. Neuenschwander
CRD#: 4212297
250 Ed English Lane, Bldg 1, Ste A, Shenandoah, TX 77385
96
Wealthminder
score

Michael Neuenschwander (CRD# 4212297) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Shenandoah, TX and has over 17 years of experience in the finance industry. Michael Neuenschwander 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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