Robert Jackson Taylor
Investment adviser representative at Global View Capital Management LLC
14 yearsExperience
2 statesRegistered in
$775.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Marlo & Co. RealtyOct 2020 to now
- Global View Capital Management, LLCJun 2014 to now
- Global View Capital Insurance Services, LLCJun 2014 to now
- Global View Capital Advisors, LLCMay 2014 to now
- Rt Carolina, LLCAug 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4447223
- Firm CRD
- 158292