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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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jackson Taylor's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 18, 2014 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Office #1: 301 North Main Steeet 24th Floor - Suite 2443, Winston Salem, NC 27101-3885
RIA
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
IAR
Series 65
Date: 3/1/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/8/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/16/2008
Investment Company Products/Variable Contracts Principal Examination

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)
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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 (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLOBAL VIEW CAPITAL MANAGEMENT PERSONALIZED ASSET MANAGEMENT WRAP FEE BROCHURE (3/13/2025)
GLOBAL VIEW CAPITAL MANAGEMENT DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts7,570
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.

Company Information

GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD#: 158292Winston Salem, NC 27101-3885

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