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Cheryl Wattenbarger Lavette

Globalt Investments

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About Cheryl Wattenbarger Lavette

Cheryl Lavette has been in the financial services industry since 2000. Cheryl currently is registered with Globalt Investments in both Georgia and Texas. Prior to joining Globalt Investments, Cheryl was employed at Fintech Securities and SunTrust Investment Services. Cheryl holds Series 7, 24, 63 and 66 securities licenses and specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Cheryl Lavette 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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Cheryl Lavette’s Registration & Firm History

GA

11/06/2023 - Present

Globalt Investments (ATLANTA GA)

GA

03/06/2006 - 04/02/2008

FINTECH SECURITIES (ATLANTA GA)

GA

05/31/2000 - 03/17/2006

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl Wattenbarger Lavette.
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