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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
1st Global Insurance Services, Inc. 8 years, 5 months May 2008 - Present
1st Global Advisors Inc 12 years, 8 months Feb 2004 - Present
1st Global Capital Corp. 12 years, 8 months Feb 2004 - Present
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Denise Ferrari?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Denise Ferrari

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 14, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

1st Global Advisors Inc

Last updated on May 3, 2016
    • $7.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $335.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees