Global Financial Private Client
Global Financial Private Client (CRD# 290006) is a financial advisory firm headquartered in Sarasota, FL. They manage $515,669,023 in 961 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management516MILLION
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Total Number of Accounts961ACCOUNTS
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Average Account Value$536,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, NC, NH, TX
Stephen Fedak (CRD# 2124519) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry.
Geoffrey Frazier (CRD# 1991946) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry.
Derek Hartman (CRD# 6081035) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 6 years of experience in the finance industry.
Cynthia Shuford-Stover (CRD# 1021716) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 28 years of experience in the finance industry.
Brian Timm (CRD# 6544776) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has 1 year of experience in the finance industry.