Imrana S. Begg

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

• 05/2024 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 05/2024 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 04/2021 → Present
  Sublime Financial Llc
  Dallas, TX
• 01/2014 → 12/2016
  Imrana Begg - Self Employed Event Planner
  Irving, TX
• 01/2015 → Present
  Homemaker
  Little Elm, TX

Other Businesses

[1] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: APRIL 2021; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. ZERO HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [2] SUBLIME FINANCIAL LLC; NOT INVESTMENT RELATED; ADDRESS: 14785 PRESTON ROAD, SUITE 455, DALLAS, TX 75254; NATURE: REAL ESTATE; POSITION: MORTGAGE LOAN OFFICER; STARTED: APRIL 2021; APPROX. 5 HOURS/MONTH DURING SECURITIES TRADING HOURS; APPROX. ZERO HOURS/MO OUTSIDE SECURITIES TRADING HOURS; RESPONSIBILITIES: SHOW AND SELL HOMES AND COMMERCIAL PROPERTY-OFFER AND PROVIDE FINANCING, IF NEEDED. [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: 04.30.2024; APPROX. 100 ADVISORY HRS/MONTH DURING ECURITIES TRADING HOURS; APPROX. ZERO HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-02

Other Names

• Imrana Syed Begg
• Imrana Begg