Joseph Fierro, financial advisor Long Beach CA

Joseph Fierro

CRD Number: 1309136
Current Firm: Global View Capital Management LLC

Joseph Fierro (CRD# 1309136) is an Investment Advisor Representative working at Global View Capital Management LLC in Long Beach, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, LLC Waukesha, WI Nov 2016 - Current 7
Global View Capital Insurance Services, LLC Waukesha, WI Oct 2016 - Current 7
Global View Captial Advisors, LLC Waukesha, WI Oct 2016 - Current 7
Joe Fierro, Sole Proprietor, Self-employed Antheim, CA Jan 2010 - Current 14
Rancho Santiago Community College School District Santa Ana, CA Mar 2003 - Current 21
Global View Capital Management, Ltd Waukesha, WI Jan 2014 - Apr 2016 2
Global View Capital Insurance, Ltd. Waukesha, WI Dec 2013 - Apr 2016 2
Global View Capital Advisors, Ltd. Waukesha, WI Dec 2013 - Apr 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Sep 2007
Disclosure Information

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
Contact Info for Joseph D. Fierro
Phone Number: 262-650-1030
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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