Global Alliance Securities LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
167164
Registered since
August 7, 2014

Firm profile

FINTRX

Overview

Global Alliance Securities LLC is organized as a limited liability company and is SEC-registered since 2014. The firm is listed as owner-operated (individual owner) and is classified in the dataset as "unclassified," with limited public disclosure about its business model. The available record identifies the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. The source material does not specify the firm's client segments, fee structure, advisory services, or typical investment mandates, so there is no detail on target client types or how the firm positions its wealth-management offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jennifer O'shea

    Chief Executive Officer & PresidentCRD 5632731

Contacts

3 of 4
  • Robert Campbell

    FinOpCRD 1349154

  • John Oshea

    John Oshea

    Executive ChairmanCRD 1067536

  • Jamie Axford

    Registered RepresentativeCRD 3079217

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
2464 Darts Cove Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth