AW
AW

Andre J. West

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee applies to accounts $15,000 and above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Jacksonville, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andre is an insurance agent for Experior Financial Group, marketing and selling life products including fixed and indexed annuities, taking about a quarter of his time. He also works as an insurance agent selling Medicare products for Hollenbacher Insurance, dedicating a few hours per week, and is an independent contractor for Global View Capital Advisors, marketing insurance and advisory services, taking about three-quarters of his time.

Employment History
Current Registrations
Global View Capital Management LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Equity Services, INC.Broker
February 2022 - December 2022 · 10 mos
PFS Investments INC.Broker
September 2021 - February 2022 · 5 mos
New England SecuritiesBroker
December 2011 - June 2012 · 6 mos
Park Avenue Securities LLCBroker
April 2010 - May 2010 · 1 mo
MML Investors Services, INC.Broker
July 2008 - December 2008 · 5 mos
Nylife Securities LLCBroker
November 2006 - April 2008 · 1 yr 5 mos
Metlife Securities INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
October 2000 - January 2002 · 1 yr 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.