Rudy Garcia, financial advisor Fork Union VA
93 score

Rudy Garcia

CRD 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.

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Company Name Location Dates Years
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 10
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
Contact Info for Rudy L. Garcia
Phone Number: 262-650-1030
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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