Terry John Hastings
Investment adviser representative at Global View Capital Management LLC
11 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
11 years in the industry.
- Global View Capital Management, LLCFeb 2025 to now
- Global View Capital Advisors, LLCJan 2025 to now
- UberJan 2024 to now
- Texas WholesaleMar 2025 to Dec 2025
- Colorado Financial Service CorporationAug 2023 to Jun 2024
- Self EmployedJan 2022 to Aug 2023
- Generations WealthJan 2019 to Jan 2022
- Newbridge Securities CorporationJan 2019 to Jan 2022
- Self-employedJul 2017 to Jan 2019
- Charles Schwab & Co., Inc.Nov 2015 to Jul 2017
- Charles Schwab BankNov 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6036234
- Firm CRD
- 158292