Annette Michelle Marshall
Investment adviser representative at Globalt Investments
10 yearsExperience
1 stateRegistered in
$3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Globalt InvestmentsOct 2021 to now
- Triad AdvisorsApr 2019 to Oct 2021
- Ics GroupJun 2018 to Apr 2019
- UnemployedAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (GA).
Globalt Investments
Legal name: Globalt Investments LLC
$3BAssets managed
3,248Clients
12Advisers
2 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
- 1989429
- Firm CRD
- 328039