Global Financial Services, L.L.C.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 35699
- Registered since
- February 2, 1994
- Website
- www.globalhou.com
Firm profile
FINTRXOverview
Global Financial Services, L.L.C. is organized as a limited liability company and appears on the SEC roster with an initial registration in 1994. Ownership is recorded as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm’s public disclosure contains very limited detail about its core advisory activities, client types, or fee structure.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Cathriner
Chief Compliance OfficerCRD 1686950

Jorge Ibarra
Chief Operating OfficerCRD 3079569
Contacts
3 of 13
Juan Cantu Gonzalez
Wealth ManagerCRD 5241376
Victor Villarreal Guerra
Wealth ManagerCRD 5310319

Bernardo Velez Diego Fernandez
Investment AssociateCRD 7025992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Efficient Markets LLC
Broker-DealerHouston, TX
England Securities, LLC
Broker-DealerHouston, TX
Usca Securities LLC
Broker-DealerHouston, TX
Sterling Smith Corporation
Broker-DealerHouston, TX
First Financial Securities of America, Inc.
Broker-DealerHouston, TX
Opportune Partners LLC
Broker-DealerHouston, TX