Rudy Garcia (CRD# 5579615) is an Investment Advisor Representative working at Global View Capital Management LLC in Fork Union, VA and has over 15 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Unum Life | Fork Union, VA | Oct 2022 - Current | 1 |
Global View Capital Management, LLC | Waukesha, WI | Sep 2015 - Current | 8 |
Global View Capital Advisors, LLC | Waukesha, WI | Jun 2015 - Current | 9 |
Global View Capital Insurance Services, LLC | Waukesha, WI | Jun 2015 - Current | 9 |
Rivanna Woods Associates, LLC | Fork Union, VA | Apr 2006 - Current | 18 |
Hbw Advisory Services LLC | Simi Valley, CA | Sep 2009 - Sep 2015 | 6 |
Central Va Real Estate Referral Company | Fork Union, VA | Sep 2009 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- VA
-
Total Assets Under Management594MILLIONS
-
Total Number of Accounts6,508ACCOUNTS
-
Average Account Value$91,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY
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