Rudy GarciaCRD Number: 5579615
Current Firm: Global View Capital Management, Ltd
Rudy Garcia (CRD# 5579615) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Fork Union, VA and has over 8 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|Global View Capital Insurance, Ltd.||Waukesha, WI||Sep 2015 - Current||1|
|Global View Capital Management, Ltd.||Waukesha, WI||Sep 2015 - Current||1|
|Rivanna Woods Associates, LLC||Fork Union, VA||Feb 2006 - Current||11|
|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|
|Hbw Securities LLC||Simi Valley, CA||Aug 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
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
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