Rachel Faulk
Investment adviser representative at Global Investment Advisory
10 yearsExperience
1 stateRegistered in
$71.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- First Asset Financial Inc.Feb 2025 to now
- Global Investment AdvisoryAug 2024 to now
- Cape Securities IncAug 2024 to now
- American Global Wealth ManagementMay 2023 to now
- Diligent CorporationApr 2022 to May 2023
- Steele CisMay 2016 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Global Investment Advisory
Legal name: Global Investment Advisory LLC
$71.8MAssets managed
182Clients
7Advisers
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
- 7712313
- Firm CRD
- 310305