8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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(800) 959-8461

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At 1st Global, the cornerstone of our corporate philosophy is the belief in comprehensive wealth management, a holistic approach to financial services. Following this model, you do more for your clients by understanding how all the pieces of their financial puzzle fit and work together. 

This philosophy is symbolized by the Method 10™, which describes the ten key areas of wealth management that encompass comprehensive financial services.

To find out more on Method 10™ click here or on the image to the left .

As an independent advisor partnering with 1st Global, you have the freedom to choose the right solutions for your clients without pressure to promote or push proprietary products.

1st Global provides access to a large number of investment companies.  With this flexibility, you are able to offer your clients a full range of financial services, including:

Securities Brokerage Services

Insurance Services

Retirement Planning Services

Fee-based 401(k)  [Close]

1st Global Advisors, Inc. offers several 401(k) retirement solutions for your business clients including both fee-based and commission-based products. Our RMS platform offers a range of plan designs plus a choice of either full service plan administration (with 1st Global as TPA) or record-keeping function only (outside TPA) models. Plan sponsors can offer their employee participants a wide variety of investment options within our multi-fund family platform as well as a comprehensive enrollment campaign. Participants, plan sponsors and advisors all have direct access to 1st Global Retirement Services staff for professional assistance.

Online technology delivers:

• Advisor site for retirement plan information
• Online loan and distribution planning services
• Ad hoc plan sponsor and participant level reporting
• Online prospectuses and Morningstar data

Fee-based Asset Management

Fixed Income

Premier Provider Programs