Global Alliance Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
167164
Registered since
August 7, 2014

Firm profile

FINTRX

Overview

Global Alliance Securities LLC is organized as a limited liability company with individual ownership. Public records for the firm contain minimal disclosure about its client segments, fee model, or day-to-day advisory activities. The dataset classifies the firm as “Unclassified” and flags that it does not act as a capital allocator and does not identify as an active ESG investor. It also indicates the firm is not designated as a multi-state adviser, not newly formed, and not documented as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jennifer O'shea

    Chief Executive Officer & PresidentCRD 5632731

Contacts

3 of 4
  • Robert Campbell

    FinOpCRD 1349154

  • John Oshea

    John Oshea

    Executive ChairmanCRD 1067536

  • Jamie Axford

    Registered RepresentativeCRD 3079217

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
2464 Darts Cove Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth