Martin
Landry

1St Global Advisors Inc

CRD#3187604
Investment Advisor
in Dallas, TX
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About this Advisor

Martin Landry is a certified financial planner whose office is in Dallas, Texas. Currently an advisor at 1St Global Advisors Inc, they have gathered 12 years of work experience. Landry holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Landry can operate in Texas. The advisor has gained experience at Guidestone Capital Management, 1St Global Capital Corp and 1St Global Advisors, Inc. 1St Global Advisors Inc is headquartered in Dallas, Texas, and has 436 other locations throughout the United States. As a company, 1St Global Advisors Inc oversees $10 billion in assets throughout 28,955 accounts and employs more than 1,049 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 24,397 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 1St Global Advisors Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

Martin Landry Work History

Martin has 12 years of experience.

2011 - Present (8 years)

1St Global Advisors, Inc

2010 - Present (9 years)

1St Global Capital Corp

2006 - 2009 (3 years)

Guidestone Capital Management

Disclosures

Martin Landry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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