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

Interested in affiliating?
LearnMore@1stGlobal.com
(800) 959-8461

Interested in a career?
Click here for current job openings

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1st Global provides the support you need to build a successful wealth management practice. We boast a dedicated team of professionals to provide a variety of solutions for your clients’ wealth management needs and help you grow your wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your success as a financial services professional.

Practice Development

Transition Services  [Close]

At 1st Global we take the process of changing affiliations very seriously. That is why we have developed a turnkey process to ensure a smooth transition. From the start you are assigned a personal transition coordinator who can guide you through the entire transition process so you can spend your time focusing on your existing clients.

1st Global’s transition team can:

  • Transfer your securities and insurance licenses quickly and efficiently
  • Track all paperwork for account transfers
  • Introduce you to innovative tools and techniques to help you build your business

Financial Consulting

Advanced Case Design

Annuity and Insurance Planning Support

Fixed Income Group

 

From the very beginning, with 1st Global as my partner, I have had access to a multitude of sound and practical planning and business-building ideas from fellow CPA advisors and from 1st Global’s in-house Advanced Case Design professionals. Affiliating with 1st Global is like having an office full of quality partners without the overhead!

CPA Representative
Richmond, TX