John BenzieCRD Number: 6336259
Current Firm: Global View Capital Management, Ltd
John Benzie (CRD# 6336259) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Global View Capital Insurance, Ltd.||Waukesha, WI||May 2014 - Current||3|
|Global View Capital Management, Ltd.||Waukesha, WI||May 2014 - Current||3|
|Shirt Tails, Inc.||Iron Mountain, MI||Mar 2004 - Mar 2014||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management257MILLIONS
Total Number of Accounts6,000ACCOUNTS
Average Account Value$42,794
- 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, 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