PC
Philip B. Comer
GLOBAL VIEW CAPITAL MANAGEMENT LLC
MEDFORD LAKES, NJ
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CRD#: 6790842
PC
Professional summary
Philip Benjamin Comer, CFP®, who also goes by Ben Comer, Philip B. Comer, Philip Comer, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Medford Lakes, New Jersey.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Philip has worked at 4 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Comer | Philip B. Comer | Philip Comer
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] AVMA LIFE TRUST; NOT INVESTMENT RELATED; ADDRESS: 1200 E. GLEN AVENUE, PEORIA HEIGHTS, IL 61616; NATURE: INSURANCE: POSITION: AVMA LIFE AGENT (SALES); STARTED: MAY 2022; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: SELL GROUP LIFE AND DISABILITY INSURANCE FROM NEW YORK LIFE TO MEMBERS OF THE AMERICAN VETERINARY MEDICAL ASSOCIATION. [2] HEXURE; NOT INVESTMENT RELATED: ADDRESS: 2S CASCADE AVENUE, SUITE 200, COLORADO SPRINGS, CO 80903; NATURE: INSURANCE; POSITION: STRATEGIC ACCOUNT MANAGER; STARTED: 02.19.2025; APPROX. 35 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: SELL SOFTWARE TO INSURANCE AGENCIES AND ENCOURAGE AGENTS TO USE SOFTWARE TO SUBMIT INSURANCE APPLICATIONS. [3] 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: 02.11.2025; APPROX. 10 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 5 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. [4] 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: 02.13.2025; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES
CRS (Client Relationship Summary) - RIA
Click below to view Philip Benjamin Comer'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®
Experience
Current
July 10, 2025 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
MEDFORD LAKES, NJ
Past
February 26, 2021 - February 24, 2025
LINCOLN INVESTMENT
BD
CRD#: 519
Fort Washington, PA
Past
August 7, 2020 - December 1, 2020
LOGIC WEALTH MANAGEMENT, LLC
RIA
CRD#: 153453
PASADENA, CA
Past
August 11, 2017 - May 25, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MOUNT LAUREL, NJ
Past
August 10, 2017 - May 25, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MOUNT LAUREL, NJ
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
New Jersey(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/26/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
