James
Geygan
Global Value Investment Corp
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About this Advisor
James Geygan is a financial advisor who works in Boston, Massachusetts with a total of 6 years of industry experience. Geygan is an employee of Global Value Investment Corp. Throughout their career, Geygan has worked at Wells Fargo Funds Distributor, LLC, Global Value Investment Corp, Austin Online Solutions, Inc, Wells Fargo Bank Na and Wells Fargo Advisors LLC. Geygan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Illinois, Massachusetts, New York, South Carolina, Texas, Wisconsin and Wyoming. Global Value Investment Corp is an advisory business that has its headquarters in Milwaukee, WI. The company has offices in two locations and a total of 10 financial advisors. It has $138 million in assets across its 385 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 385 client accounts, 16% are held by high-net-worth individuals who have more than $1 million in investable assets. Global Value Investment Corp offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice depend on which service is provided. However, fees charged by Global Value Investment Corp can include some combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Value Investment Corp Brokerage Details
$138,331,929
10
385
$359,304
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Geygan Work History
James has been registered as a financial advisor for 6 years.*
Global Value Investment Corp
Wells Fargo Funds Distributor, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
Austin Online Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Geygan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Value Investment Corp
Boston, MA
Savoy, IL
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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