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Randy Lee Derbick

Global View Capital Management LLC

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About Randy Lee Derbick

Randy Derbick is an investment advisor representative with Global View Capital Management LLC. Randy has been in the industry since 1986 and has experience in both the brokerage and investment advisory fields. Randy holds a Series 6, Series 26, Series 63 and Series 65 license. Randy offers financial planning services and specializes in portfolio management for individuals and businesses.

Firm Information

Randy Derbick 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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other

Financial planning

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Randy Derbick’s Registration & Firm History

WI

01/02/2014 - Present

Global View Capital Management LLC (WAUKESHA WI)

WI

01/02/2014 - 11/30/2023

PURSHE KAPLAN STERLING INVESTMENTS (SCHOFIELD WI)

WI

11/01/2010 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUSAU WI)

WI

04/12/2002 - 11/02/2010

WORLD GROUP SECURITIES, INC. (WAUSAU WI)

GA

01/14/1998 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

NA

12/23/1997 - 01/14/1998

WMA SECURITIES, INC.

GA

06/06/1994 - 12/19/1997

WMA SECURITIES, INC. (DULUTH GA)

FL

01/02/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

07/28/1986 - 01/02/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Lee Derbick.
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