Advisor at Global Investment Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global Investment Company
Location
Oakland, CA 94612
Credentials
Series 63, Series 65
Industry experience
35 years
Cathy Jackson Gent is a financial advisor at Global Investment Company with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and OZI Company, LLC. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as a founder of the Women’s Chamber of Commerce and holding leadership roles in local advisory councils and nonprofit boards. Global Investment Company provides portfolio management, financial planning, and pension consulting to individuals, including high net worth clients, and charitable organizations. The firm uses model portfolios and third-party money managers, focusing primarily on asset allocation and employing a range of investment strategies and instruments.
Based on Global Investment Company
Based on Global Investment Company
Fixed fees for financial planning starting at $500, payable in advance, fees negotiable
$0 - $10,000,000: 1.00% annually Over $10,000,000+: Negotiable
Insurance commissions earned by licensed insurance agent are separate and in addition to advisory fees
$375 per hour, payable in arrears, fees negotiable
Newsletter subscription fee $2.00 per month, payable in arrears
Account minimum: $5,000 Minimum fee: One-time fee from $100 to $1,100 to open and maintain an advisory account, may be waived
300 Frank H. Ogawa Plaza, Suite 254
Oakland, CA 94612
Arizona · California
OZI Company, LLC
2019 - 2019 (1 year)
Cambridge Investment Research Advisors, INC
2010 - 2016 (6 years)
Cambridge investment Research, Inc
2010 - 2016 (6 years)
Global Investment Co.
1989 - Present (37 years)
Global Investment Company
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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