Dilys Yi-Chin Chang

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 01/2019
  Dilys Chang-Owner Of Rental Property
  El Paso, TX
• 09/2015 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 04/2016 → 03/2018
  Gkn Bandy Machining, Inc.
  Burbank, CA
• 09/2015 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 06/2018 → 04/2025
  Providien Machining & Metals, Inc.
  Sylmar, CA
• 09/2015 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2012-01-06 → 2013-10-03
  Transamerica Financial Advisors, Llc
  Pomona, CA
• 2008-10-24 → 2012-01-06
  Investment Advisors International, Inc.
  Chino Hills, CA
  Brea, CA

Other Businesses

[1] 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: 09-02-2015; APPROX. 85 ADVISORY HRS/MONTH; APPROX. 30 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] 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: 09-29-2015; APPROX. 85 HRS/MONTH; APPROX. 30 HRS/MONTH DURING 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-18
• S65 Uniform Investment Adviser Law Examination
  2008-09-15

Other Names

• Dilys Chang