Global Financial Services, L.L.C.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 35699
- Registered since
- February 2, 1994
- Website
- www.globalhou.com
Firm profile
FINTRXOverview
Global Financial Services, L.L.C. is registered with the SEC as a limited liability company; the registration dates to 1994. The firm is recorded as having both a domestic-entity and individual ownership structure. In the FINTRX snapshot the firm is listed as "Unclassified" and is not identified as a capital allocator. The profile also indicates the firm does not identify as an active ESG investor, is not a multistate adviser, is not newly formed, and is not a pension consultant or related adviser. Several typical profile fields — including client segments, fee schedule, and descriptions of business or advisory activities — are not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Cathriner
Chief Compliance OfficerCRD 1686950

Jorge Ibarra
Chief Operating OfficerCRD 3079569
Contacts
3 of 13
Juan Cantu Gonzalez
Wealth ManagerCRD 5241376
Victor Villarreal Guerra
Wealth ManagerCRD 5310319

Bernardo Velez Diego Fernandez
Investment AssociateCRD 7025992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1330 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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