Terry Hastings has been an investment adviser representative at Global View Capital Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Terry Hastings’ longest registration was 2 years at Generations Wealth Planning LLC (2019–2021). Before joining Global View Capital Management in 2025, Terry Hastings was registered through Colorado Financial Service Corporation and Generations Wealth Planning LLC.
- – present · 1 yearAddison, TX · Adviser representative · Firm CRD 158292
- Colorado Financial Service Corporation– · under a yearPlano, TX · Adviser representative · Firm CRD 104343
- Generations Wealth Planning LLC– · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 294608
- Newbridge Financial Services Group, Inc.– · under a yearBoca Raton, FL · Adviser representative · Firm CRD 130814
- Charles Schwab & Co., Inc.– · 1 yearNew Orleans, LA · Adviser representative · Firm CRD 5393
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsMill Valley, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Terry Hastings is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- LouisianaSince 25 February 2025
- TexasSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 March 2013 |
| Series 7 | General Securities Representative Examination | 10 January 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terry John Hastings
- CRD
- 6036234
- Firm
- Global View Capital Management · CRD 158292
- Office
- Addison, TX
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Terry Hastings work?
Terry Hastings is an investment adviser representative registered through Global View Capital Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terry Hastings a financial advisor?
Yes. Terry Hastings has a current investment-adviser registration in Louisiana and Texas, through Global View Capital Management since February 2025.
How many years of experience does Terry Hastings have?
Terry Hastings has 10 years in the financial industry, since October 2016, across 6 adviser firms.
What exams has Terry Hastings passed?
Terry Hastings has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2012. FINRA credited Terry Hastings with the SIE, which began in October 2018.
Where did Terry Hastings work before Global View Capital Management?
Before Global View Capital Management, Terry Hastings was registered through Colorado Financial Service Corporation, September 2023 to June 2024; Generations Wealth Planning LLC, April 2019 to December 2021; Newbridge Financial Services Group, Inc., March 2019 to March 2019; Charles Schwab & Co., Inc., December 2015 to July 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2013 to September 2015.
Where is Terry Hastings based?
Terry Hastings’ registered office is in Addison, TX.
Is Terry Hastings registered with FINRA?
No. Terry Hastings has no current broker registration.
How can I verify Terry Hastings’ record?
Search CRD 6036234 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Hastings’ full registration record.
