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Barton James Brewer

Investment adviser representative at Global Financial Advisory Services, Inc.
35 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$259.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

35 years in the industry.

  1. Global Financial Advisory Services, Inc.Jan 2018 to now
  2. Cfa InstituteJun 2002 to now
  3. Self EmployedFeb 1991 to now

Designations

  • CFP® certification
  • CFA
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 1 state (CA).

Global Financial Advisory Services, Inc.

$259.3MAssets managed
296Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1677665
Firm CRD
135234
Advisor's SEC record (opens in a new tab)
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