William
Leftwich
Globalt Investments
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About this Advisor
William Leftwich is a financial advisor based in Atlanta, Georgia, working with Globalt Investments. William has previously held positions at Globalt Investments, Sid Synovus Trust Co Succesor, Globalt Inc, and Globalt Investments LLC (Successor). William has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, William is part of Globalt Investments, which operates out of Atlanta, Georgia. The firm has 18 employees and manages assets totaling $2.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Globalt Investments includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Globalt Investments Brokerage Details
$2,661,690,190
18
3,887
$684,767
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
William Leftwich Work History
Globalt Investments LLC (Successor)
Globalt Investments, Sid Synovus Trust Co Succesor,Globalt Inc
Disclosures
Please visit the SEC profile of William Leftwich 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
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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