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Annette Michelle Marshall

Globalt Investments

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About Annette Michelle Marshall

Annette Michelle Marshall is an Investment Advisor Representative registered with Globalt Investments. Annette Marshall has been in the financial industry since 1994. Annette Marshall has experience with a wide range of financial firms including Salomon Smith Barney Inc., American Express Financial Advisors Inc., Edward D. Jones & Co., L.P., The Malachi Group, Inc., Magna Securities Corp., and Jackson Securities LLC. Annette Michelle Marshall has specialized in Financial Planning and Portfolio Management.

Firm Information

Annette Marshall is currently registered with Globalt Investments. Globalt Investments is an investment advisor headquartered in Atlanta, GA. They provide investment management services to individuals, corporations, charities, and retirement plans. Globalt manages approximately $2.66 billion in assets. They also offer model portfolio services and wrap fee program participation.
Globalt Investments

3200 WINDY HILL ROAD, SE

ATLANTA, GA 30339

$2.66B

Assets Under Management

7

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio provider

Model portfolio provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percent of model portfolio fee

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Annette Marshall’s Registration & Firm History

GA

11/20/2023 - Present

Globalt Investments (ATLANTA GA)

GA

10/08/2007 - 08/21/2012

JACKSON SECURITIES LLC (ATLANTA GA)

NY

08/30/2005 - 12/05/2005

MAGNA SECURITIES CORP. (NEW YORK CITY NY)

GA

02/04/2003 - 08/27/2003

THE MALACHI GROUP, INC. (ATLANTA GA)

NY

04/16/1998 - 02/07/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

MN

01/03/1996 - 02/01/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MO

03/17/1994 - 07/03/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Annette Michelle Marshall.
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