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)

Fee-based Asset Management

Fixed Income  [Close]

Investing in Fixed Income can serve an integral role in achieving the results your clients desire from their portfolio. The Fixed Income Desk at 1st Global has a team of experienced Fixed Income Traders that can assist you with planning and implementing a Fixed Income strategy that is specifically tailored to your clients financial needs. Some of the most important services we provide include:

• Executing all of your Fixed Income orders in a timely and accurate manner
• Preparing customized bond ladders and portfolios that fit your clients needs
• Providing analysis and recommendations on your clients existing bond positions
• Serving as a resource and contact for all of your Fixed Income related questions and needs

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