Lawrence "Larry" Peterson Email & Phone Number

Making a difference in the lives of others is an important part of a robust financial plan. As a Branch Manager at Global View Capital Advisors, I am passionate about working with individuals and businesses by providing comprehensive investment advisory services. Global View Capital Holdings, Ltd. is a diversified financial services firm with businesses in investment advisory, insurance, business development systems, marketing and global asset management.Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is an SEC Registered Investment Advisory Firm Headquartered at N14 W23833 Stone Ridge Dr. - Suite 350, Waukesha, WI 53188. Lawrence Peterson is an Investment Advisor Representative of GVCM which is affiliated with Global View Capital Advisors. Supervising office 262-659-1030Common misspellings: Larry Petersen.[In order to comply with SEC and FINRA regulations, endorsements and recommendations are not allowed on LinkedIn profiles. My apologies for not sharing these.]

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  Branch Manager

  Global View Capital Advisors

  Jan 2014 - Present - Schofield, Wi

  As a Branch Manager at Global View Capital Advisors, I am responsible for directing and coordinating financial strategies of individuals, families and businesses. I offer a personalized approach to uncovering financial solutions tailored to each client's individual needs.-Manage high net worth client accounts and account teams, to retain and increase total assets, revenues, and profitability-Provide consultative investment and financial service guidance-Provide guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage-Provide professional recommendations to my clients, meeting multiple financial goals, with a comprehensive and top-notch line of insurance products and services.Global View Capital Advisors is a firm built by and for advisors whose aim is to be client-centric and whose voice shapes the strategic direction of the firm. Our deepest purpose is to make a difference in the world by providing innovative solutions in an unpredictable world that serve to design, grow and protect the personal economy of families from all over the world.Our business model serves as the 21st century model of the future by partnering and co-developing with the world's leading-edge advisors, money managers and service partners in a truly open architecture environment.