LB
Lea R. Bush
GLOBAL VIEW CAPITAL MANAGEMENT LLC
JACKSONVILLE, FL
Some features on this profile are disabled
CRD#: 5937365
LB
Professional summary
Lea Rosel Bush, who also goes by Lea R. Bush, Lea Bush, Lea Rosel Bush, Lea R Hall, Lea Rosel Hall, Lea Hall, Lea R. Hall, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Jacksonville, Florida.
Lea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lea has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lea R. Bush | Lea Bush | Lea Rosel Bush | Lea R Hall | Lea Rosel Hall | Lea Hall | Lea R. Hall
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] MMA F/K/A MEDICARE MEDICAID ADVISORS, INC. ; NOT INVESTMENT RELATED; ADDRESS: JACKSONVILLE, FL; NATURE: MEDICARE CONSULTING; POSITION: MEDICARE HEALTH INSURANCE AGENT; STARTED: 07/2022; APPROX. 40 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL HEALTH INSURANCE, INCLUDING MEDICARE PLANS. [2] RISE N SHINE SERVICES, LLC; NOT INVESTMENT RELATED.; ADDRESS: 4408 SUN LILY COURT, JACKSONVILLE, FL 32257; NATURE: DBA FOR FINANCIAL/INSURANCE EDUCATION; POSITION: MANAGING MEMBER-OWNER. START DATE: 02.07.2023. APPROX. 40 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: FINANCIAL EDUCATION/SERVICES, FACEBOOK GROUP WITH CLASSES AND FINANCIAL EDUCATION TO EDUCATORS, SENIOR TAX FILING WITH IRA VOLUNTEER, INCOME TAX ASSISTANCE, REAL ESTATE EDUCATION, ASSISTING WITH FAFSA FORMS. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: FEBRUARY 2024; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [4] 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: 06.17.2024; APPROX. 10 ADVISORY HRS DURING TRADING HOURS; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE. [5] ABILITY TREE FIRST COAST; NOT INVESTMENT RELATED; ADDRESS: 6350 FL-16A, ST. AUGUSTINE, FL 32092; NATURE: NON-PROFIT ENTITY PROVIDING SERVICES TO DISABLED; POSITION: BOARD MEMBER: STARTED: 09.01.2025; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: APPROVE SPENDING AND ACCOUNTING RECORDS. [6] THE BOSSES TABLE; NOT INVESTMENT RELATED; ADDRESS: ONLINE DUVAL, JACKSONVILLE, FL; NATURE: NETWORKING ENTITY SUPPORTING BUSINESSES AND FAMILIES WELL BEING; POSITION: BOARD MEMBER: STARTED: 09.01.2025; APPROX. 2 HR/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING: RESPONSIBILITIES: SUPPORT ENTREPRENEURS IN MENTAL HEALTH AND GROWTH.
CRS (Client Relationship Summary) - RIA
Click below to view Lea Rosel Bush'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
September 13, 2024 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
JACKSONVILLE, FL
Past
April 30, 2023 - May 30, 2024
ASSET ALLOCATION STRATEGIES, LLC
RIA
CRD#: 152339
JACKSONVILLE, FL
Past
February 28, 2023 - May 30, 2024
GLP INVESTMENT SERVICES, LLC
BD
CRD#: 25450
FARMINGTON, MI
Past
March 1, 2021 - October 5, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
JACKSONVILLE, FL
Past
November 5, 2016 - October 5, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
JACKSONVILLE, FL
Past
October 13, 2011 - December 31, 2012
PFS INVESTMENTS INC.
BD
CRD#: 10111
JACKSONVILLE, FL
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
Florida(10/1/2024)
IAR
Texas(9/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
