Globalt Investments

Globalt Investments (CRD# 168405) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,287,403,080 in 2,033 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,287
    MILLION
  • Total Number of Accounts
    2,033
    ACCOUNTS
  • Average Account Value
    $633,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Globalt Investments
Showing 1 - 10 of 15 top financial advisors.
1
Megan L. Busby
CRD#: 4640827
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
96
Wealthminder
score

Megan Busby (CRD# 4640827) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 14 years of experience in the finance industry.

2
Carole H. Cox
CRD#: 1926104
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Carole Cox (CRD# 1926104) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Wade H. Fowler
CRD#: 6054979
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Wade Fowler (CRD# 6054979) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 5 years of experience in the finance industry.

4
Thomas A. Martin
CRD#: 1147384
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Thomas Martin (CRD# 1147384) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 34 years of experience in the finance industry.

5
Gregory S. Paulette
CRD#: 703879
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Gregory Paulette (CRD# 703879) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 38 years of experience in the finance industry.

6
Garrett H. Brookes
CRD#: 4806723
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
93
Wealthminder
score

Garrett Brookes (CRD# 4806723) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 10 years of experience in the finance industry.

7
Elizabeth S. Howe
CRD#: 2354445
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
93
Wealthminder
score

Elizabeth Howe (CRD# 2354445) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 5 years of experience in the finance industry.

8
Jonathan D. Kaufman
CRD#: 2750652
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
93
Wealthminder
score

Jonathan Kaufman (CRD# 2750652) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 21 years of experience in the finance industry.

9
James G. Kish
CRD#: 2506265
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
93
Wealthminder
score

James Kish (CRD# 2506265) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 18 years of experience in the finance industry.

10
Cheryl W. Lavette
CRD#: 3070849
3400 Overton Park Drive, Suite 500, Atlanta, GA 30339
93
Wealthminder
score

Cheryl Lavette (CRD# 3070849) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 17 years of experience in the finance industry.

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