Global Wealth Advisors
Financial Services
United States
15 employees
- Employees
- 15
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Global Wealth Advisors Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- gwadvisors.net
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2008
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Global Wealth Advisors
๐ฌ๐ผ๐๐ฟ ๐น๐ถ๐ณ๐ฒ ๐ถ๐ ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐ฐ๐ฎ๐๐ฒ๐ฑ ๐ฒ๐ป๐ผ๐๐ด๐ต, ๐๐ผ๐๐ฟ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐๐ต๐ผ๐๐น๐ฑ๐ปโ๐ ๐ฏ๐ฒ. Like you, we understand what matters. Your family, career, recreation, and money are all reasons why you look for professional advice. We help people like you by never losing sight of our philosophy, planning strategy, and process. Our unique 3P Approachยฉ is designed to ensure that our clients grow into their plans as life unfolds and evolves. The โteamโ aspect is an important part of our Plan, Prosper, and Protect approach. We work with your other advisors like CPAs and attorneys, as a collaborative team. As independent financial advisors, we offer you the resources and flexibility to simplify your financial life and help you reach your objectives. We put all those pieces of the financial puzzle together so you can live more and worry less. The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. See our Terms of Use: https://www.commonwealth.com/termsofuse.html Securities offered through Commonwealth Financial Networkยฎ, member www.finra.org / www.sipc.org, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or Global Wealth Advisors. The Global Wealth Advisors headquarters is located at 4400 State Hwy 121, Suite 200, Lewisville, TX 75056.
Global Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
Global Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Chris Powers, Cfpยฎ, Aepยฎ, Aifยฎ | Managing Partner and Financial Planning | San Antonio, Texas, United States |
Email
Phone
|
| Nancy Key | Client Relationship Manager at Global | Freeport, Texas, United States |
Email
Phone
|
| Kris Maksimovich, Aifยฎ, Crpcยฎ, Cpfaยฎ, Crcยฎ | President and Financial Planning Leader | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Manager
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 2 | 2 | 1 |
| General | 2 | 2 | 0 |
| Finance | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
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