TH
Terry J. Hastings
GLOBAL VIEW CAPITAL MANAGEMENT LLC
ADDISON, TX
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CRD#: 6036234
TH
Professional summary
Terry John Hastings, who also goes by Terry J Hastings, Terry John Hastings Mr, Terry Hastings, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Addison, Texas.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Terry has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry J Hastings | Terry John Hastings Mr | Terry Hastings
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] UBER; NOT INVESTMENT RELATED; ADDRESS: 1725 THIRD STREET, SAN FRANCISCO, CA, 94158; NATURE: TRANSPORTATION: POSITION: DRIVER; STARTED: 01.08.2024; APPROX. 20 HRS/MO HOURS VARY; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: TRANSPORT-DRIVE CUSTOMERS/PASSENGERS TO ADDRESS OF DESTINATION. [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: 01.23.2025; APPROX. 40 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 40 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.29.2025; APPROX.40 HRS/MONTH DURING TRADING HOURS; APPROX. 40 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] TEXAS WHOLESALE; NOT INVESTMENT RELATED; ADDRESS: 2667 NORTHERN ROAD, DALLAS, TX 75229; NATURE: WHOLESALE SUPPLIER; POSITION: LOGISTICS PERSON; STARTED: 03.05.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 15 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: LOGISTIC SALES OF HOME OFFICE AND BUSINESS GOODS.
CRS (Client Relationship Summary) - RIA
Click below to view Terry John Hastings'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
February 12, 2025 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
ADDISON, TX
Past
September 6, 2023 - June 17, 2024
COLORADO FINANCIAL SERVICE CORPORATION
RIA
CRD#: 104343
Plano, TX
Past
April 1, 2019 - December 31, 2021
GENERATIONS WEALTH PLANNING LLC
RIA
CRD#: 294608
Boca Raton, FL
Past
March 22, 2019 - March 28, 2019
NFSG CORPORATION
RIA
CRD#: 130814
BOCA RATON, FL
Past
January 30, 2019 - March 28, 2019
NEWBRIDGE SECURITIES CORPORATION
BD
CRD#: 104065
BOCA RATON, FL
Past
December 17, 2015 - July 24, 2017
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NEW ORLEANS, LA
Past
December 15, 2015 - July 24, 2017
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEW ORLEANS, LA
Past
March 26, 2013 - September 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MILL VALLEY, CA
Past
January 7, 2013 - September 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MILL VALLEY, CA
Past
July 17, 2012 - October 26, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SAN FRANCISCO, CA
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
Louisiana(2/25/2025)
IAR
Texas(2/12/2025)
Exams
State Security Law Exam
General Industry/Product 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
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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 (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
