Carolyn McClinton (CRD# 2685456) is an Investment Advisor Representative working at Global View Capital Management LLC in Merrillville, IN and has over 28 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Management, LLC | Waukesha, WI | Jan 2014 - Current | 10 |
| Global View Capital Advisors, LLC | Waukesha, WI | May 2013 - Current | 11 |
| Carolyn Mc Clinton D/b/a Professional Management Group | Gary, IN | Nov 2012 - Current | 11 |
| Global View Capital Insurance Services, LLC | Waukesha, WI | Nov 2010 - Current | 13 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- TX
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Total Assets Under Management594MILLIONS
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Total Number of Accounts6,508ACCOUNTS
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Average Account Value$91,242
- A percentage of assets under your management
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