Joshua Wright (CRD# 4826237) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Landmarks West | Kamas, UT | May 2023 - Current | 1 |
Fathom Realty | Midway, UT | Mar 2022 - Current | 2 |
Global View Capital Management, LLC | Waukesha, WI | Jan 2014 - Current | 10 |
Global View Capital Insurance Services, LLC | Waukesha, WI | Dec 2013 - Current | 10 |
Global View Capital Advisors, LLC | Waukesha, WI | May 2013 - Current | 11 |
Ipro Realty Network As Of Feb 2018 (f/k/a Home Smart Advantage) | Orem, UT | Apr 2016 - Mar 2022 | 5 |
Security National Mortgage Company | Midway, UT | Dec 2014 - Sep 2017 | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - May 2015 | 1 |
City 1st Mortgage | Bountiful, UT | Jun 2008 - Dec 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2004 |
S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management594MILLIONS
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Total Number of Accounts6,508ACCOUNTS
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Average Account Value$91,242
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