Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
Global Wealth Advisors
18170 Dallas Pkwy., Suite 103
Dallas, TX 75287
Phone Number
“Plan | Prosper | Protect”
Advisor Profile
Kris Maksimovich
Name:  Kris Maksimovich
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/cli ents/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAPEntity_We bsite%20Portal_SolicitorDisclosureStatement- WiserAdvisor_and%20_Maksimovich.pdf
" target="_blank">Disclaimer
Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax consultant regarding your individual situation. This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, TN, TX, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member www.finra.org/www.SIPC.org, a Registered Investment Advisor. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Review our Terms of Use: www.commonwealth.com/termsofuse. html

About Global Wealth Advisors

You want a partner that understands your complex situation. We understand your need to protect, preserve, accumulate, and transfer wealth in the most cost-effective, tax-efficient manner possible. To help you, we developed a unique 3P Approach. With it, we work with your other advisors like CPAs and attorneys as a collaborative "team". We also strive to provide you with advice backed by solid independent research. We give you the latest news, tools and technology so you can make better decisions. What's more, our blog, monthly newsletter and social media activity cover topics you're most interested in. As an independent team of financial advisors, we are dedicated to helping you reach your objectives through comprehensive wealth management and financial planning. Our approach ensures your plan is specially designed to meet your specific needs. Because, after all, your plan should be about your goals, not ours.
 

General Information

CRD#:    4185617
Firm CRD#:    4185617
Insurance License#:    3514784
Name of Broker/Dealer:    Commonwealth Financial Network
States Willing to do Business in:    Allen,Argyle,Arlington,Aubrey,Bedford,Carrollton,Celina,Colleyville,Copeville,Coppell,Dallas,Denton,Duncanville,Euless,Flower Mound,Fort Worth,Frisco,Garland,Grand Prairie,Grapevine,Hurst,Irving,Lake Dallas,Lavon,Lewisville,Little Elm,Mckinney,Melissa,Mesquite,North Richland Hills,Pilot Point,Plano,Princeton,Prosper,Richardson,Roanoke,Rockwall,Rowlett,Sachse,Southlake,Sunnyvale,The Colony,Wylie
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    19
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 66, Series 24, Series 7
Financial Organization Memberships:    Financial Planning Association (FPA)
 
 
 
Prepared By: Kris Maksimovich

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