David
Garelick
Global Financial Advisory Services, Inc
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About this Advisor
David Garelick is a financial advisor based in Valencia, California, working with Global Financial Advisory Services, Inc. David has previously held positions at Global Business Management, Financial West Group, Global Financial Advisory Services, Inc, Global Tax And Accounting, and Western International Securities, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, David is part of Global Financial Advisory Services, Inc, which operates out of Valencia, California. The firm has 1 office and 5 employees. The firm manages assets totaling $195.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Global Financial Advisory Services, Inc includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Financial Advisory Services, Inc Brokerage Details
$195,542,342
5
582
$335,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Garelick Work History
Global Tax And Accounting
Global Financial Advisory Services, Inc
Global Business Management
Western International Securities, Inc
Financial West Group
Disclosures
Please visit the SEC profile of David Garelick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Financial Advisory Services, Inc
Valencia, CA
Valencia, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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