William HendersonCRD Number: 1315123
Current Firm: Global View Capital Management, Ltd
William Henderson (CRD# 1315123) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Wauwatosa, WI and has over 33 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Global View Capital Management, Ltd||Waukesha, WI||Jan 2014 - Current||4|
|Global View Capital Insurance, Ltd||Waukesha, WI||Nov 2010 - Current||7|
|Great Lakes Education Loan Services||Madison, WI||Mar 2006 - Jun 2017||11|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2014 - Mar 2015||1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Dec 2010 - Dec 2013||3|
|Investment Advisors International, Inc.||Duluth, GA||Jan 2009 - Nov 2010||1|
|World Financial Group||Duluth, GA||Aug 2008 - Oct 2010||2|
|World Group Securities||Duluth, GA||Aug 2008 - Oct 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management305MILLIONS
Total Number of Accounts4,714ACCOUNTS
Average Account Value$64,698
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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