Globalt Investments

Globalt Investments (CRD# 328039) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,661,690,190 in 3,887 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,662
    MILLION
  • Total Number of Accounts
    3,887
    ACCOUNTS
  • Average Account Value
    $684,767
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
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, HI, IL, IN, KY, LA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Globalt Investments
Showing 1 - 10 of 11 top financial advisors.
1
Jairus K. Buchanan
CRD#: 6774157
3200 Windy Hill Road, Se, Suite 1550e, 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.

2
Drake J. Craig
CRD#: 1984014
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

Drake Craig (CRD# 1984014) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 33 years of experience in the finance industry.

3
Gary E. Fullam
CRD#: 4370789
3200 Windy Hill Road, Se, Suite 1550e, 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.

4
James G. Kish
CRD#: 2506265
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

James Kish (CRD# 2506265) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 24 years of experience in the finance industry.

5
Cheryl W. Lavette
CRD#: 3070849
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

Cheryl Lavette (CRD# 3070849) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 23 years of experience in the finance industry.

6
William G. Leftwich
CRD#: 5971920
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

William Leftwich (CRD# 5971920) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 12 years of experience in the finance industry.

7
Annette M. Marshall
CRD#: 1989429
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

Annette Marshall (CRD# 1989429) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 30 years of experience in the finance industry.

8
Thomas A. Martin
CRD#: 1147384
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

Thomas Martin (CRD# 1147384) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 40 years of experience in the finance industry.

9
William H. Roach
CRD#: 1422946
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

William Roach (CRD# 1422946) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 38 years of experience in the finance industry.

10
Kimberly D. Woody
CRD#: 6185447
3200 Windy Hill Road, Se, Suite 1550e, Atlanta, GA 30339

Kimberly Woody (CRD# 6185447) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 11 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.