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Global Financial Private Capital, LLC

Global Financial Private Capital, LLC

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on Jan. 7, 2016
      • $5.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 55K
        Accounts
      • $95.4K
        Estimated Average Account Balance

    Services

    Firm Services

    • Financial Planning

    • Pension Consulting

    • Other
      • -Selection of Other Advisors
      • -Educational seminars/workshops

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    331

    name start date
    John P. Duncan
    May 2010
    Gina C. Wells, CLU®, ChFC®
    October 2010
    John Robert Deitrick
    February 2010
    Paul James O'Grady
    May 2010
    Gregory Carnivale
    October 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Aviance Capital Management, LLC IAR $3,169,625,297
      G.F. Investment Services, LLC Broker-Dealer --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Geoffrey Allen Frazier Member June, 2004 50% to 75%
        Michael John Dixon Member June, 2004 50% to 75%
        Edward Christian Bertelsen Compliance Officer - Institutional November, 2011 less than 5%
        Christian Cameron Bertelsen Chief Investment Officer November, 2011 less than 5%
        Timothy James Lyle Chief Compliance Officer July, 2012 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees