Roger EdwardsCRD Number: 4483804
Current Firm: Global View Capital Management, Ltd
Roger Edwards (CRD# 4483804) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Bellevue, WA and has over 14 years of experience in the finance industry.
Brighton Jones LLC
|Global View Capital Management, Ltd||Bellevue, WA||Jan 2014 - Current||2|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Aug 2011 - Current||5|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2014 - Dec 2014||< 1|
|Camp Stuff||Sammamish, WA||Jan 2011 - Jun 2014||3|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jul 2011 - Dec 2013||2|
|Investment Advisors International, Inc.||Renton, WA||Mar 2008 - Jul 2011||3|
|World Group Securities, Inc.||Renton, WA||Apr 2002 - Jul 2011||9|
|World Financial Group||Renton, WA||Jun 2001 - Jul 2011||10|
|The Mortgage Banker Group Dba The Jensen Group||Redmond, WA||Jul 2010 - Dec 2010||< 1|
|Pinnacle Capital Mortgage Corporation||Puyallup, WA||May 2010 - Jul 2010||< 1|
|Sunset Mortgage Company||Lake Oswelo, OR||Jul 2008 - Apr 2010||1|
|A Plus Mortgage Company||Tukwila, WA||Feb 2003 - Aug 2009||6|
|Innergy Lending||Portland, OR||Mar 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management257MILLIONS
Total Number of Accounts6,000ACCOUNTS
Average Account Value$42,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.