1St Global Advisors Inc
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About this Advisor
Nona Rosa is a certified financial planner and chartered financial consultant working in Dallas, Texas, with 21 years of professional experience. Rosa is on the advisory team at 1St Global Advisors Inc. Their career trajectory has included roles at Hd Vest, H.D. Vest Investment Securities, Inc, 1St Global Capital Corp and 1St Global Advisors, Inc. Rosa holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. 1St Global Advisors Inc is an advisory business that has its headquarters in Dallas, Texas. The firm has offices in 436 locations and a total of 1,049 advisors. It oversees $10 billion in assets under management between its 28,955 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 29 charitable organizations. Of its 28,955 accounts, just 9% are held by high-net-worth investors who have greater than $1 million in assets available to invest. 1St Global Advisors Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is provided. However, fees billed by 1St Global Advisors Inc most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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1St Global Advisors Inc Brokerage Details
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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
Nona Rosa Work History
Nona has 21 years of experience.
1St Global Capital Corp
1St Global Advisors, Inc
H.D. Vest Investment Securities, Inc
Nona Rosa has no disclosures.
Please visit their SEC profile for more details.