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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Global View Capital Management, Ltd 2 years, 11 months Jan 2014 - Present
Purshe Kaplan Sterling Investments 1 year, 5 months Jan 2014 - Jun 2015
Global View Capital Insurance, Ltd. 6 years, 1 month Nov 2010 - Present
The Strategic Financial Alliance, Inc. 3 years, 1 month Nov 2010 - Dec 2013
Investment Advisors International 4 years, 4 months Jul 2006 - Nov 2010
Innergy Lending 1 year Jun 2006 - Jun 2007
Intersecurities, Inc. 1 year, 11 months Aug 2004 - Jul 2006
World Group Securities, Inc. 7 years, 4 months Jul 2003 - Nov 2010
World Financial Group 7 years, 5 months Jun 2003 - Nov 2010
Are You
Susan Lee Powell?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 4, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 2, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Global View Capital Management, Ltd

Last updated on June 22, 2016
    • $256.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $42.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Financial Planning
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