October 22, 2016 12:48 PM ET

Professional Services

Company Overview of 1st Global, Inc.

Company Overview

1st Global, Inc., a research and consulting company, provides education, technology, business-building framework, and client solutions to CPA, tax, and estate planning firms. It offers wealth management services, such as practice development, financial consulting, advanced case design, annuity and insurance planning support, and capital market services; technology services, including a secure online portal, form and tool wizards, insurance gear, advisor support center, financial operations review report, and streetscape that provides access to brokerage account information, as well as Morningstar Advisor Workstation, a Web-based investment planning platform; and marketing services, such as d...

12750 Merit Drive

Suite 1200

Dallas, TX 75251

United States

Founded in 1992





Key Executives for 1st Global, Inc.

Chairman of the Board and Chief Executive Officer
Chief Operating Officer and Executive Vice President
Chief Compliance Officer and Executive Vice President
Executive Vice President and Client Experience Officer
Compensation as of Fiscal Year 2016.

1st Global, Inc. Key Developments

1st Global Announces Executive Appointments

1st Global announced two new additions to its senior leadership team with the hire of Holly Peritz for the role of assistant vice president (AVP) of wealth platforms and the promotion of Ryan George to assistant vice president (AVP) of marketing and communications. Peritz is an accomplished executive with diverse financial services experience, providing intuitive strategic planning and management. Most recently, Peritz served as the executive vice president, associate director of retail and president for SWS Financial Services, the independent broker-dealer of Southwest Securities Inc.

Similar Private Companies By Industry

Company Name Region
1-2-3 Payroll & HR Services, Inc. United States
123College.com, Inc. United States
13D Research LLC United States
151 Advisors, LLC United States
151 Ventures, LLC United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact 1st Global, Inc., please visit www.1stglobal.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.