Glen SjobergCRD Number: 5484204
Current Firm: Global View Capital Management, Ltd
Glen Sjoberg (CRD# 5484204) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Pleasant Grove, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
|Security National Mortgage Company||Sandy, UT||Dec 2014 - Current||3|
|Global View Capital Management, Ltd.||Waukesha, WI||Jan 2014 - Current||4|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Nov 2010 - Current||7|
|Brigham Young University||Provo, UT||Aug 1985 - May 2017||31|
|City 1st Mortgage||Bountiful, UT||Sep 2012 - Dec 2014||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2014 - Oct 2014||< 1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Nov 2010 - Dec 2013||3|
|Timeshare Rental, Dba Glen Sjoberg||Cedar Hills, UT||Oct 2009 - Dec 2013||4|
|Primary Residential Mortgage||Salt Lake City, UT||Mar 2011 - Sep 2012||1|
|Megastar Financial Corp||Denver, CO||Jul 2009 - Mar 2011||1|
|Investment Advisors International, Inc.||Duluth, GA||Sep 2008 - Nov 2010||2|
|World Group Securities||Duluth, GA||Feb 2008 - Nov 2010||2|
|World Financial Group||Duluth, GA||Nov 2007 - Nov 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management305MILLIONS
Total Number of Accounts4,714ACCOUNTS
Average Account Value$64,698
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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