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Gary Edward Fullam

Globalt Investments

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About Gary Edward Fullam

Gary Edward Fullam is a Chartered Financial Analyst and an Investment Advisor Representative at Globalt Investments. Gary is a licensed Investment Advisor Representative in Georgia and has over 30 years of experience in the industry. Gary has worked at Globalt Investments since November 1990. Globalt Investments is a firm based in Atlanta, Georgia and has over 3,800 accounts under management, totaling over $2.66 billion. The firm specializes in providing portfolio management for both businesses and individuals.

Firm Information

Gary Fullam 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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Gary Fullam’s Registration & Firm History

GA

11/20/2023 - Present

Globalt Investments (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Edward Fullam.
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