Drake
Craig

Globalt Investments

CRD#1984014
Investment Advisor
in Atlanta, GA

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About this Advisor

Drake Craig is a chartered financial analyst working out of Atlanta, Georgia with 5 years of industry experience. Craig is an employee of Globalt Investments. During their career, Craig has held roles at Globalt Investments, Dc Property Holdings and Herndon Capital. Craig has a Series 63 license, which qualifies them as a securities agent, and is approved to operate in Georgia. Globalt Investments is a financial advisory firm that has its headquarters in Atlanta, GA. It administers $3 billion in total assets across its 4,225 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 51 charitable organizations. Of its 4,225 accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. Globalt Investments performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically depend on the type of services offered. However, fees charged by Globalt Investments can consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3400 Overton Park Drive Suite 200
Atlanta, GA 30339

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Globalt Investments Brokerage Details

Total Assets Under Management

$2,543,718,212

GA Average: $3,570,121,308
Total Number of Employees

21

GA Average: 58
Total Number of Accounts

4,225

GA Average: 1,608
Average Account Size

$602,063

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Drake Craig Work History

Drake has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Globalt Investments

2017 - Present (7 years)

Dc Property Holdings

2002 - 2016 (14 years)

Herndon Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Drake Craig 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 Globalt Investments

James Kish
Atlanta, GA
Cheryl Lavette
Atlanta, GA
Marc Sydnor
Atlanta, GA
Thomas Martin
Atlanta, GA
Annette Marshall
Atlanta, GA
Jairus Buchanan
Atlanta, GA
Drake Craig
Atlanta, GA
Carole Cox
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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