Gary
Weinlein

1St Global Advisors Inc

CRD#4942684
Investment Advisor
in Dallas, TX
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About this Advisor

Gary Weinlein is a chartered financial consultant who works in Dallas, Texas, who has been in the financial industry for 12 years. Weinlein is an advisor for 1St Global Advisors Inc. Over the course of their career, they have held roles at Martin Financial Group, Milton C. Hall Iii, Northwestern Mutual Investment Services, LLC, Bryant & Stratton, Alex Tronco, Minnesota Life Insurance Company, Securian Financial Services, Inc, 1St Global Advisors, Inc and Atlas Private Wealth Management. Weinlein maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Texas. 1St Global Advisors Inc is a business that has its headquarters in Dallas, Texas. The firm has offices in 436 locations and a total of 1,049 advisors. It handles $10 billion in total assets between its 28,955 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 29 charitable organizations. Of its 28,955 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fees charged by 1St Global Advisors Inc likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

12750 Merit Drive Suite 1200
Dallas, TX 75251

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gary Weinlein Work History

Gary has 12 years of experience.

2015 - Present (4 years)

1St Global Capital Corp

2015 - Present (4 years)

1St Global Advisors, Inc

2015 - Present (4 years)

1St Global Insurance Service, Inc

2014 - 2015 (1 years)

Atlas Private Wealth Management

2012 - 2012 (0 years)

Martin Financial Group

2012 - 2012 (0 years)

Minnesota Life Insurance Company

2012 - 2012 (0 years)

Securian Financial Services, Inc

2012 - 2014 (2 years)

1St Global Advisors, Inc

2011 - 2012 (1 years)

Securian Financial Services, Inc

2009 - 2011 (2 years)

Bryant & Stratton

2009 - 2011 (2 years)

Alex Tronco

2006 - 2009 (3 years)

Milton C. Hall Iii

2006 - 2011 (5 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Gary Weinlein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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