Roger Wayne Edwards
Investment adviser representative at Global View Capital Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$775.2MFirm assets
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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
13 years in the industry.
- Global View Capital Management, LLCJan 2014 to now
- Global View Capital Insurance Services, LLCDec 2013 to now
- Global View Capital Advisors, LLCMay 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4483804
- Firm CRD
- 158292