Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gregory Leftwich is an Investment Advisor Representative at Globalt Investments. William Gregory Leftwich is registered with the state of Georgia. William Gregory Leftwich has 1 state exam, the Uniform Investment Adviser Law Examination (Series 65). William Gregory Leftwich is a registered Investment Advisor Representative of Globalt Investments since December 1, 2023. William Gregory Leftwich has been in the industry since September 1994.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model portfolio provider
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percent of model portfolio fee
1
2
GA
12/01/2023 - Present
Globalt Investments (ATLANTA GA)
IA
Issued 12/12/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Leftwich is the right advisor for you? Invested Better is here to help.
