Arnoldo Garza, financial advisor Oak Brook IL
93 score

Arnoldo Garza

CRD Number: 4595111
Current Firm: Global View Capital Management, Ltd

Arnoldo Garza (CRD# 4595111) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Oak Brook, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd. Waukesha, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Oct 2011 - Current 5
Navistar, Inc. Lisle, IL Oct 2004 - Current 12
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Jun 2014 < 1
Seven Corners, Inc. Carmel, IN Feb 2010 - Apr 2014 4
Employee Benefit Risk Management Service, Inc. Oak Brook, IL May 2008 - Apr 2014 5
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2011 - Dec 2013 2
Investment Advisor International Oak Brook, IL Jan 2011 - Nov 2011 < 1
World Group Securities Oakbrook, IL Nov 2002 - Nov 2011 9
Wfg Oakbrook, IL Jul 2002 - Nov 2011 9
City 1st Mortgage Services Oakbrook, IL Jul 2008 - Dec 2010 2
International Truck & Engine Melrose Park, IL Feb 2000 - May 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Arnoldo Garza
Phone Number: 262-650-1030
Registered State(s):
  • IL
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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