Roger EdwardsCRD Number: 4483804
Current Firm: Global View Capital Management, Ltd
Roger Edwards (CRD# 4483804) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 16 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||Aug 2011 - Current||6|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2014 - Dec 2014||< 1|
|Camp Stuff||Sammamish, WA||Jan 2011 - Jun 2014||3|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jul 2011 - Dec 2013||2|
|Investment Advisors International, Inc.||Johns Creek, GA||Mar 2008 - Jul 2011||3|
|World Group Securities, Inc.||Johns Creek, GA||Apr 2002 - Jul 2011||9|
|World Financial Group||Johns Creek, GA||Jun 2001 - Jul 2011||10|
|The Mortgage Banker Group Dba The Jensen Group||Redmond, WA||Jul 2010 - Dec 2010||< 1|
|Pinnacle Capital Mortgage Corporation||Puyallup, WA||May 2010 - Jul 2010||< 1|
|Sunset Mortgage Company||Lake Oswelo, OR||Jul 2008 - Apr 2010||1|
|A Plus Mortgage Company||Tukwila, WA||Feb 2003 - Aug 2009||6|
|Innergy Lending||Portland, OR||Mar 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
|S63||Uniform Securities State Law Examination||Feb 2002|
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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