Invested Better
Unclaimed

Unclaimed

Unclaimed

James John Hamer

Global View Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James John Hamer

James John Hamer is an investment advisor representative with over 29 years of experience in the financial industry. James is currently registered with Global View Capital Management LLC, a firm based in Waukesha, Wisconsin. James is a Registered Investment Advisor representative who provides services to individuals, trusts, and retirement plans. James previously worked with The Strategic Financial Alliance, Inc., World Group Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc., and has a strong background in the financial services industry. James specializes in Financial Planning, Retirement Planning, Investment Management, Insurance Planning, and College Savings Planning. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

James Hamer is currently registered with Global View Capital Management LLC. Global View Capital Management LLC is an investment advisory firm based in Waukesha, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They also act as sub-advisers to other advisors and provide advice to participants of 401(k), 403(b), 457, and Simple retirement plans. The firm manages approximately $593,801,273 in assets for 6,508 clients. Global View Capital Management LLC is registered with the Securities and Exchange Commission (SEC).
Global View Capital Management LLC

N14 W23833 STONE RIDGE DR - SUITE 350

WAUKESHA, WI 53188

$593.80M

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Hamer’s Registration & Firm History

WI

01/07/2014 - Present

Global View Capital Management LLC (WAUKESHA WI)

GA

11/01/2010 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)

WI

04/12/2002 - 11/03/2010

WORLD GROUP SECURITIES, INC. (WAUKESHA WI)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

02/18/1994 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

Not sure if James John Hamer is right for you?

Licenses & Designations

IA

Issued 08/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James John Hamer. Review regulatory record here.
Not sure if James John Hamer is right for you?