William Sefcik, financial advisor Pleasant Grove UT
93 score

William Sefcik

CRD Number: 5437192
Current Firm: Global View Capital Management, Ltd

William Sefcik (CRD# 5437192) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Pleasant Grove, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd Pleasant Grove, UT Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2010 - Current 6
Wjs And Associates Orem, UT Jan 2001 - Current 15
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Sep 2014 < 1
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2010 - Dec 2013 3
Billmark Investments LLC Orem, UT Oct 2009 - Nov 2010 1
World Group Securities, Inc. Draper, UT Aug 2009 - Nov 2010 1
Investment Advisors International Draper, UT Jul 2009 - Nov 2010 1
World Financial Group Draper, UT Oct 2007 - Nov 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for William J. Sefcik
Phone Number: 262-650-1030
Registered State(s):
  • UT
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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