RT
Robert J. Taylor
GLOBAL VIEW CAPITAL MANAGEMENT LLC
WINSTON SALEM, NC 27101-3885
Some features on this profile are disabled
CRD#: 4447223
RT
Professional summary
Robert Jackson Taylor, who also goes by Rob Taylor, Robert J. Taylor, Robert Taylor, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Winston Salem, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Taylor | Robert J. Taylor | Robert Taylor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] RT CAROLINA, LLC; NOT INVESTMENT RELATED; ADDRESS: 140 HAMPTON COURT, WINSTON SALEM, NC 27103; NATURE: PASS-THROUGH ENTITY UTILIZED FOR PURPOSES OF PAYING OFFICE EXPENDITURES; POSITION: MANAGING MEMBER; STARTED: AUGUST 2008; APPROX. 2-4 HRS/MONTH; APPROX. 2-4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: PROCESS PAYROLL FOR ASSISTANTS, PAY VENDOR INVOICES FOR COPY MACHINES, LEASE AGREEMENTS AND PURCHASE GENERAL OFFICE SUPPLIES, MANAGE BUSINESS EXPENDITURES FOR SELF AND GVC TEAM MEMBERS FOR OFFICE SUPPLIES AND SOFTWARE USAGE. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05-12-2014; APPROX. 172 ADVISORY HRS/MONTH; APPROX. 140 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 06-18-2014; APPROX. 172 HRS/MONTH; APPROX. 140 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [4] ROBERT JACKSON TAYLOR, SELF EMPLOYED, NOT INVESTMENT RELATED, ADDRESS: 140 NEW HAMPTON COURT, WINSTON SALEM, NC 27103; NATURE: SELF-EMPLOYED NOTARY; POSITION: OWNER; STARTED: MARCH 2019; APPROX. 5 HRS/MONTH; APPROX. 5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELF-EMPLOYED NOTARY PUBLIC FOR THE NORTH CAROLINA SECRETARY OF STATE AND NOTARIZES DOCUMENTS. [5] MARLO CO. & REALITY; NOT INVESTMENT RELATED; ADDRESS: 1201 WAGNER ROAD, MOCKSVILLE, NC 27028; NATURE: REAL ESTATE: POSITION: INDEPENDENT CONTRACTOR-REAL ESTATE AGENT; STARTED: 10-01-2020; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: RESIDENTIAL REAL ESTATE SALES. [6] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.14.2023; APPROX. 2 HRS/MONTH DURING TRADING HOURS; APPROX. 2 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [7] EXCEL EMPIRE; NOT INVESTMENT RELATED; ADDRESS: 1555 PALM BEACH LAKES BOULEVARD, WEST PALM BEACH, FL 33401; NATURE: TAX SERVICE; POSITION: REFERRER; STARTED: 06.17.2025; APPROX. 1 HR/MO DURING TRADING HOURS; 1 HR/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: REFER EXCEL EMPIRE SERVICES TO INITIATE POTENTIAL PROSPECTS WITHIN THE BUSINESS INDUSTRY, ACT AS AN INTERMEDIARY FINDER FOR EXCEL EMPIRES SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jackson Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 18, 2014 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 301 North Main Steeet 24th Floor - Suite 2443, Winston Salem, NC 27101-3885RIA
CRD#: 158292
WINSTON SALEM, NC
Past
January 6, 2012 - June 17, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
WINSTON SALEM, NC
Past
January 6, 2012 - June 17, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
WINSTON SALEM, NC
Past
September 3, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
WINSTON SALEM, NC
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
WINSTON SALEM, NC
Past
October 9, 2001 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(6/18/2014)
IAR
Texas(10/2/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
