Globalt Investments

Globalt Investments (CRD# 168405) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,230,977,362 in 1,874 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,231
    MILLION
  • Total Number of Accounts
    1,874
    ACCOUNTS
  • Average Account Value
    $656,872
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, 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 14 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 13 years of experience in the finance industry.

2
Carole H. Cox
CRD#: 1926104
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
96
Wealthminder
score

Carole Cox (CRD# 1926104) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 24 years of experience in the finance industry.

3
Thomas A. Martin
CRD#: 1147384
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
96
Wealthminder
score

Thomas Martin (CRD# 1147384) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 33 years of experience in the finance industry.

4
Gregory S. Paulette
CRD#: 703879
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
96
Wealthminder
score

Gregory Paulette (CRD# 703879) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 36 years of experience in the finance industry.

5
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 9 years of experience in the finance industry.

6
Cheryl W. Lavette
CRD#: 3070849
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
93
Wealthminder
score

Cheryl Lavette (CRD# 3070849) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 16 years of experience in the finance industry.

7
Eric E. Momcilovich
CRD#: 4973605
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
93
Wealthminder
score

Eric Momcilovich (CRD# 4973605) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 10 years of experience in the finance industry.

8
William H. Roach
CRD#: 1422946
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
93
Wealthminder
score

William Roach (CRD# 1422946) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 30 years of experience in the finance industry.

9
Wade H. Fowler
CRD#: 6054979
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
90
Wealthminder
score

Wade Fowler (CRD# 6054979) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 4 years of experience in the finance industry.

10
Gary E. Fullam
CRD#: 4370789
3280 Peachtree Road, Ne, Suite 500, Atlanta, GA 30305
90
Wealthminder
score

Gary Fullam (CRD# 4370789) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has 1 year of experience in the finance industry.

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