Globalt Investments

Globalt Investments (CRD# 168405) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,030,230,011 in 4,103 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,030
    MILLION
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $738,540
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
  • 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, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY

Financial Advisors at Globalt Investments
Showing 1 - 10 of 13 top financial advisors.
1
Samuel E. Allen
CRD#: 4370785
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Samuel Allen (CRD# 4370785) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has 1 year of experience in the finance industry.

2
Jairus K. Buchanan
CRD#: 6774157
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Jairus Buchanan (CRD# 6774157) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has 1 year of experience in the finance industry.

3
Carole H. Cox
CRD#: 1926104
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Carole Cox (CRD# 1926104) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 30 years of experience in the finance industry.

4
Drake J. Craig
CRD#: 1984014
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Drake Craig (CRD# 1984014) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 31 years of experience in the finance industry.

5
Wade H. Fowler
CRD#: 6054979
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Wade Fowler (CRD# 6054979) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 10 years of experience in the finance industry.

6
Gary E. Fullam
CRD#: 4370789
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

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.

7
James G. Kish
CRD#: 2506265
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

James Kish (CRD# 2506265) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 22 years of experience in the finance industry.

8
Cheryl W. Lavette
CRD#: 3070849
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Cheryl Lavette (CRD# 3070849) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 21 years of experience in the finance industry.

9
William G. Leftwich
CRD#: 5971920
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

William Leftwich (CRD# 5971920) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 10 years of experience in the finance industry.

10
Annette M. Marshall
CRD#: 1989429
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Annette Marshall (CRD# 1989429) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 28 years of experience in the finance industry.

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