LH
Laurie G. Hancock
GLOBAL VIEW CAPITAL MANAGEMENT LLC
PLEASANT GROVE, UT 84062
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CRD#: 7690451
LH
Professional summary
Laurie Gail Hancock, who also goes by Laurie G. Hancock, Laurie Hancock, Laurie Gail Snelson, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Pleasant Grove, Utah.
Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Laurie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laurie G. Hancock | Laurie Hancock | Laurie Gail Snelson
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] SCOTT HANCOCK STUDIO, INC.; NOT INVESTMENT RELATED; ADDRESS: 4160 W. CEDAR HILLS DRIVE, CEDAR HILLS, UT 84062; NATURE: PHOTOGRAPY; POSITION: VICE-PRESIDENT & SECRETARY; STARTED: 01.01.1985; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 50 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: BOOKKEEPING, PHOTO RE-TOUCHING AND PHOTO ORDER PROCESSING. [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: 06.20.2022; APPROX.110 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 78 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY, IF APPLIABLE. [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: 07.07.2022; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 30 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. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: FINANCIAL SERVICES; POSITION: INSURANCE AGENT: STARTED: 02.01.2023; APPROX.40 HRS/MO; APPROX. 30 HR/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL INSURANCE LIFE PRODUCTS INCLUDING FIXED & INDEXED ANNUITIES AND SERVICE CLIENT ACCOUNTS. [5] GVC PARTNERS, LLC. NOT INVESTMENT RELATED; ADDRESS: 223 S. PLEASANT GROVE BOULEVARD, SUITE 201, PLEASANT GROVE, UT 84062; NATURE: PARTNERSHIP; POSITION: MEMBER; STARTED: 02.01.2023; APPROX. 32 HRS/MONTH OUTSIDE TRADING HOURS; APPROX. 78 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: PASS-THROUGH ENTITY CONSISTING OF FOUR PARTNERS, EACH PARTNER IS AN INDEPENDENT CONTRACTOR WITH GLOBAL VIEW CAPITAL ADVISORS EARNING COMMISSIONS AND/OR FEES THAT ARE DEPOSITED INTO GVC PARTNERS WHICH PAYS OFFICE EXPENDITURES AND THE PARTNERS PAYROLL AND DOES THE TAX FILINGS.
CRS (Client Relationship Summary) - RIA
Click below to view Laurie Gail Hancock'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 2, 2023 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84062RIA
CRD#: 158292
PLEASANT GROVE, UT
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
Utah(2/2/2023)
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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Company Information
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292Pleasant Grove, UT 84062TRUST BUT VERIFY
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