Advisor at Global View Capital Management LLC
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 View Capital Management LLC
Location
Kettle Falls, WA
Credentials
Series 63, Series 65
Industry experience
15 years
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Up to $350 per hour for financial planning
Account minimum: $15,000 Minimum fee: Accounts under $15,000 charged a non-refundable set-up fee, lesser of 3% of initial balance or $350 Fee-only: Financial planning charged up to $350/hour
Global View Capital Management, LLC
2014 - Present (12 years)
Global View Capital Advisors, LLC
2013 - Present (13 years)
AES-Houston Contracting Co. for ASRC Energy Services, Inc.
2010 - Present (16 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.
CFP®, Series 66
Colville, WA
Edward Jones
Series 63, Series 65
Colville, WA
key Investment Services LLC
Series 63, Series 65
Colville, WA
Cwm, Llc
Series 66
Colville, WA
Edward Jones
CFP®, Series 66
Colville, WA
Edward Jones
Series 66
Colville, WA
Edward Jones
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