Company Information

Get to know 1st Global

Founded in 1992, 1st Global built its business on a model of supporting accounting and tax firms to provide comprehensive wealth management services. The firm served as a broker-dealer and registered investment adviser, providing the platform, research, and back-office support for financial advisors affiliated with CPA firms. In May 2019, 1st Global was acquired by Blucora, Inc. and was subsequently merged with Blucora's other wealth management firm, HD Vest Financial Services, to create a new, unified brand: Avantax Wealth Management. The 1st Global brand is no longer in use, and its operations, advisors, and assets are now part of Avantax.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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1st Global

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.