Global Assets Advisory, LLC

Amy Yost is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Global View Capital Management, Veritas Funding, and Transamerica Financial Advisors. Outside of advising, she serves on the Summit County Recreation Arts and Parks Advisory Committee, a nonprofit group involved in reviewing grant applications for local tax-funded projects. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a network of independent advisors who tailor portfolios using a range of securities and third-party managers, emphasizing a long-term investment approach with flexibility for tactical strategies.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

Laurna Hart James is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at International Assets Advisory, Investacorp, Capital Financial Group LLC, and Regions Bank. Outside of her advisory work, she is involved as a distributor for a scented household supplies business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and uses a long-term investment approach while allowing tactical trades and other strategies consistent with client objectives.

David Lloyd is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Laszlo Rigsby Advisory Services, where he has been a partner since 2013. Outside of advising, he is involved in health insurance brokerage and owns a company focused on administration and tax management. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management through a network of independent advisors, emphasizing a long-term investment approach while incorporating tactical strategies consistent with client objectives.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

Ian James is a financial advisor with Global Assets Advisory, LLC, holding a Series 63 designation and 30 years of industry experience. His work history includes roles at International Assets Investment Management, LLC, Investacorp Advisory Services, and Capital Financial Group. Outside of advising, he is a contributing book author and a silent partner/owner of a restaurant and bar. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a network of independent advisors, emphasizing a long-term investment approach while allowing tactical strategies aligned with client objectives.

Benjamin Zamojski is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at International Assets Advisory, Grace Capital Management, and Triad Advisors. Outside of financial advisory, he is also an independent insurance agent and participates in plasma donation. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers advice through a network of independent representatives who tailor portfolios using various securities and may employ third-party asset managers, emphasizing a long-term investment approach with flexibility for tactical strategies.

Alan Hansen is a financial advisor at Global Assets Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Advisory, LLC and Global View Capital Management, Ltd. Hansen also serves as a trustee for private trusts related to financial and real estate businesses. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach and offers tailored portfolio management through a network of independent advisors using a variety of investment vehicles and third-party managers.