Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Atchley is an Investment Advisor Representative, registered in Utah, with Global View Capital Management LLC. James is licensed to provide financial planning and advisory services to individuals and participants of 401(k), 403B, 457 and Simple Retirement Plans. James is also an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning
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UT
07/22/2024 - Present
Global View Capital Management LLC (PLEASANT GROVE UT)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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