linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Wayne Harris

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 Richard? Claim Your Profile

About Richard Wayne Harris

Richard Harris is an investment advisor representative at Global View Capital Management LLC, a firm that provides advisory services to individuals, high-net-worth individuals, and pension and profit sharing plans. Richard is also an insurance agent for Global View Capital Insurance Services LLC and Experior Financial Group, Inc. Richard has been in the financial services industry since 2013 and is registered with the state of Utah. Richard is a dedicated advisor committed to providing financial guidance to help clients achieve their financial goals.

Firm Information

Richard Harris 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Richard Harris’s Registration & Firm History

UT

01/06/2014 - Present

Global View Capital Management LLC (PLEASANT GROVE UT)

UT

04/05/2013 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)

Not sure if Richard Wayne Harris is right for you?

Licenses & Designations

IA

Issued 05/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Wayne Harris.
Not sure if Richard Wayne Harris is right for you?