- Investment advisory services offered through 1st Global Advisors, Inc.
- Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individual licenses to offer securities in the states of AL, AZ, CA, CO, FL, GA, MI, MN, MO, NM, OK, TX, UT, and VA. This is not an offer to sell securities in any other state or jurisdiction.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.