Stephen
Batman

1St Global Advisors Inc

CRD#1678685
Investment Advisor
in Dallas, TX
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About this Advisor

Stephen Batman is a certified financial planner based in Dallas, Texas, who has 26 years of professional experience. Batman is an employee of 1St Global Advisors Inc. Their career trajectory has included roles at 1St Global, Inc, 1St Global Capital Corp, 1St Partners & Co., Inc, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc, 1St Systems, Inc, 1St Global Retirement Services, Inc, 1St Global Consulting, Inc and 1St Global Ventures, Inc. Batman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Connecticut, Alaska, Arizona, Arkansas, Colorado, California, Delaware, Washington, D.c., Florida, Idaho, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Georgia, Mississippi and South Carolina. 1St Global Advisors Inc is an advisory business headquartered in Dallas, Texas. The firm has offices in 436 locations and a total of 1,049 people on staff. It has $10 billion in total assets between its 28,955 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 29 charities and foundations. Of its 28,955 accounts, just 9% are held by high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse range of services, including 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 are based on which services the firm provides the client. However, fees billed by 1St Global Advisors Inc can consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 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

Stephen Batman Work History

Stephen has 26 years of experience.

2015 - Present (4 years)

1St Global Ventures, Inc

2014 - Present (5 years)

1St Global Consulting, Inc

1999 - Present (20 years)

1St Global Retirement Services, Inc

1995 - 2014 (19 years)

1St Systems, Inc

1992 - Present (27 years)

1St Global, Inc

1992 - Present (27 years)

1St Global Capital Corp

1992 - Present (27 years)

1St Partners & Co., Inc

1992 - Present (27 years)

1St Global Advisors, Inc

1992 - Present (27 years)

1St Global Insurance Services, Inc

Disclosures

Stephen Batman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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