Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Fork Union, VA
Global View Capital Management LLC
Multi-team
Rudy Garcia is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Global View Capital Management since 2015 and is also involved with Unum Life. Outside of his advisory role, Garcia is active in community leadership and nonprofit work, serving as co-chair of the board of directors for Prevent Child Abuse Virginia and participating in local community organizations including the Rotary Club of Fluvanna County. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment approach, using proprietary research and model-driven strategies applied mainly to ETFs and mutual funds.
Based on Global View Capital Management LLC
Based on Global View Capital Management LLC
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Up to $350 per hour for financial planning and consultations
Account minimum: $2,000 Minimum fee: Non-refundable account setup fee for accounts under $15,000: lesser of 3% of initial balance or $350
Fork Union, VA
Fork Union VA
Advisors at this office
1
Virginia
16 years of industry experience
Unum Life
2022 - Present • 4 years
Fork Union, VA
Global View Capital Management, Llc
2015 - Present • 11 years
Waukesha, WI
Global View Capital Advisors, LLC
2015 - Present • 11 years
Waukesha, WI
Global View Capital Insurance Services, Llc
2015 - Present • 11 years
Waukesha, WI
Rivanna Woods Associates, Llc.
2006 - Present • 20 years
Fork Union, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Palmyra, VA
Global View Capital Management LLC
Brian Franke is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Global View Capital Management since 2022. Outside of advising, he is the owner and musical performer at Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.
Series 66
Palmyra, VA
Fidelity
Robin Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Prudential-affiliated companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs with an emphasis on systematic methodologies and long-term asset allocation.
Series 66
Palmyra, VA
Fidelity
Chad Davis is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at TD Ameritrade, Scottrade, Citizens & Farmers Bank, and LPL Financial. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven approach that combines fundamental analysis with quantitative and algorithmic methods. The firm is noted for its use of model portfolios, management of registered investment companies, and application of advanced technologies such as AI in its investment process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)