Lawrence Edwards

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

• 03/2018 → 03/2024
  Transamerica Financial Advisors, Inc
  St. Petersburg, FL
• 09/2017 → 03/2024
  World Financial Group, Inc. (Wfg)
  Johns Creek, GA
• 06/1997 → Present
  Body And Soul Hair Salon
  Long Beach, CA
• 09/2015 → 10/2017
  Maxcap Properties F/K/A Vitae Homes
  Signal Hill, CA
• 08/2021 → 03/2024
  Wfg Direct
  Torrance, CA
• 07/2020 → 03/2024
  Synergy Financial
  Torrance, CA
• 03/2024 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2023 → Present
  Experior Financial Group
  Cheektowaga, NY
• 12/2023 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2018-06-14 → 2024-03-07
  Transamerica Financial Advisors, Llc
  Torrance, CA

Other Businesses

[1] BODY AND SOUL HAIR SALON; NOT INVESTMENT RELATED; ADDRESS: 423 LONG BEACH BOULEVARD, LONG BEACH, CA 90807; PH: 562.256.6737; NATURE: HAIR SERVICES; POSITION: OWNER-OPERATOR AND BARBER; STARTED: JUNE 1997; APPROX. 10-20 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: HAIR STYLING BARBER. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12.09.2023; APPROX. 25 HRS/MONTH DURING TRADING HOURS; APPROX. 25 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS AS WELL AS OFFERING PROVIDER LEGAL SERVICES FOR WILLS, TRUSTS, ETC. [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: 12.18.2023; APPROX. 20 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. _80 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. MR. EDWARDS JR. IS NOT A GVCI AGENT. [4] LEGALSHIELD; NOT INVESTMENT RELATED; ADDRESS: ONE PREPAID WAY, ADA, OK 74820; NATURE: LEGAL SERVICES; POSITION: AGENT; STARTED: 03.05.2024; APPROX. 2 HRS/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET AND REFER CLIENTS FOR ESTATE PLANNING SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-14
• S63 Uniform Securities Agent State Law Examination
  2018-05-01

Other Names

• Lawrence Edward