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Rudy Lee Garcia

Global View Capital Management LLC

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About Rudy Lee Garcia

Rudy Garcia is an investment advisor representative currently associated with Global View Capital Management LLC and has been in the industry since September 1, 2008. Rudy is also a licensed insurance agent for Global View Capital Insurance Services, LLC. Rudy's areas of specialization include financial planning, providing sub-advisory services to other advisors, and advising participants of 401(k), 403(b), 457, and Simple retirement plans.

Firm Information

Rudy Garcia 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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Rudy Garcia’s Registration & Firm History

VA

09/16/2015 - Present

Global View Capital Management LLC (FORK UNION VA)

VA

09/01/2008 - 12/31/2012

HBW SECURITIES LLC (FORK UNION VA)

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Licenses & Designations

IA

Issued 08/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rudy Lee Garcia.
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