Global Financial Services, L.L.C.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
35699
Registered since
February 2, 1994

Firm profile

FINTRX

Overview

Global Financial Services, L.L.C. is registered with the SEC as a limited liability company; the registration dates to 1994. The firm is recorded as having both a domestic-entity and individual ownership structure. In the FINTRX snapshot the firm is listed as "Unclassified" and is not identified as a capital allocator. The profile also indicates the firm does not identify as an active ESG investor, is not a multistate adviser, is not newly formed, and is not a pension consultant or related adviser. Several typical profile fields — including client segments, fee schedule, and descriptions of business or advisory activities — are not provided in the source data.

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

2 of 2
  • William Cathriner

    William Cathriner

    Chief Compliance OfficerCRD 1686950

  • Jorge Ibarra

    Jorge Ibarra

    Chief Operating OfficerCRD 3079569

Contacts

3 of 13
  • Juan Cantu Gonzalez

    Juan Cantu Gonzalez

    Wealth ManagerCRD 5241376

  • Victor Villarreal Guerra

    Wealth ManagerCRD 5310319

  • Bernardo Velez Diego Fernandez

    Bernardo Velez Diego Fernandez

    Investment AssociateCRD 7025992

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1330 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth