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 an SEC-registered limited liability company first registered in 2014. The firm is owned by an individual and is classified in the dataset as “Unclassified.” The profile indicates the firm is not identified as a capital allocator and does not report active ESG investing. It is also not listed as a multistate adviser or a newly formed adviser. The dataset does not include discrete descriptions of the firm’s advisory services, fee schedule, target client segments, or other business activities, so its market positioning and service model are not documented in the provided record.

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
  • Clifford Ackers

    Registered RepresentativeCRD 4793582

  • Jamie Axford

    Registered RepresentativeCRD 3079217

  • John Oshea

    John Oshea

    Executive ChairmanCRD 1067536

Unlock 1 more contacts

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