Global Wealth Advisors

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 Insurance
Monetary Authorities-Central Bank

About Global Wealth Advisors

๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—น๐—ถ๐—ณ๐—ฒ ๐—ถ๐˜€ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐—ฐ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ฒ๐—ป๐—ผ๐˜‚๐—ด๐—ต, ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜€๐—ต๐—ผ๐˜‚๐—น๐—ฑ๐—ปโ€™๐˜ ๐—ฏ๐—ฒ. 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 โ€œteamโ€ 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 Contact
Chris Powers, Cfpยฎ, Aepยฎ, Aifยฎ Managing Partner and Financial Planning
Email Phone
Nancy Key Client Relationship Manager at Global
Email Phone
Kris Maksimovich, Aifยฎ, Crpcยฎ, Cpfaยฎ, Crcยฎ President and Financial Planning Leader
Email Phone

Employees by Management Level

Individual contributor 6 profiles
Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 2 2 1
General 2 2 0
Finance 2 2 0
Executive 1 1 1

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