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 14 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 25 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 34 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 37 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 10 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 17 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 11 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 31 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 5 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.