Matthew Jones Fannin
Investment adviser representative at Global Assets Advisory, LLC
14 yearsExperience
2 statesRegistered in
$551.7MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Global Assets Advisory, LLCFeb 2026 to now
- International Assets Advisory, LLCFeb 2026 to now
- International Assets Investment Management, LLCFeb 2026 to now
- Advisor Resource Council LLCMay 2025 to Feb 2026
- LPL Financial LLCJul 2012 to Feb 2026
- Alpha Wealth Management and Planning LLCJul 2012 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 3166145
- Firm CRD
- 300460