Rudy Garcia, financial advisor Fork Union VA

Rudy Garcia

CRD Number: 5579615
Current Firm: Global View Capital Management LLC

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.

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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 8
Global View Capital Insurance Services, LLC Waukesha, WI Jun 2015 - Current 8
Rivanna Woods Associates, LLC Fork Union, VA Apr 2006 - Current 17
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
Contact Info for Rudy L. Garcia
Phone Number: 262-650-1030
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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