Paul Globetti
Paul Globetti is a registered investment advisor at Stifel Independent Advisors, LLC, based in Fairhope, AL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
880 Holcomb Blvd., Suite 2-B, Fairhope, AL, 36352
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
August 2001Other Business Activities
Paul is the President and owner of Killinger-globetti Asset Management, Inc., a DBA for his affiliation with Stifel Independent, since 2003. He dedicates a full-time amount of time to this investment-related activity.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.