Global Alliance Securities LLC

Broker-DealerFINRA MemberEst. 2014
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 and is SEC-registered (initial registration recorded in 2014). The firm is owned by an individual and appears in regulatory records under an unclassified designation. Filings indicate the firm does not identify itself as a capital allocator. The firm does not report activity as an ESG investor, is not listed as a multistate adviser, and is not designated as a pension consultant or a related adviser. Other details about its client types, fee schedules, advisory services, and broader business activities are not provided in the source dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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