David Globke
David Globke is a registered investment advisor at Florida Financial Advisors, LLC, based in Clearwater, FL, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5225 Tech Data Drive, Suite 200, Clearwater, FL, 33760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a Vice President at SFA Wealth Management, an insurance brokerage, assisting advisors with client acquisition, portfolio management, and seminar presentations. This takes about half of his time, including a few hours per week dedicated to trading.
Employment History
Current Registrations
Florida Financial Advisors, LLC
Previous Registrations
Brookstone Capital Management LLC
Hornor, Townsend & Kent, LLC
Brookstone Capital Management LLC
State Registrations1 state
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