Kurt Castaneda, financial advisor Safford AZ
89 score

Kurt Castaneda

CRD Number: 6301472
Current Firm: Global View Capital Management, Ltd

Kurt Castaneda (CRD# 6301472) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Safford, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd Safford, AZ Feb 2014 - Current 2
City Of Mesa Mesa, AZ Aug 2007 - Current 9
Lost Creek Steak Company Rexburg, ID Dec 2005 - Aug 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Kurt C. Castaneda
Phone Number: 262-650-1030
Registered State(s):
  • AZ
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
89
Clean Record
This advisor has a clean track record with regulators.

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