Featured Business Financial Advisor in Greenville, SC
Greenville Financial Advisors
Global View, LLC
420 E Park Ave, Suite 303, Suite 303
Greenville, SC 29601
(864) 272-0819
“Preserving & Building Your Wealth”
Advisor Profile
Adam Wiles
Name:  Adam Wiles
Phone Number:  (864) 272-0819
Website:  Visit Website
Disclosure Link:
http://globalviewinv.com/leg...
ADV Form II Link:
Global View Registered Inves...

Disclaimer
Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.

About Global View, LLC

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries consisting of five Advisors and support staff work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER TM Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our client's, with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
 

General Information

Number of Years with Current Firm:    13
Years of Experience in Financial Services:    15
Name of Custodial Firm:    Schwab Institutional, TD Ameritrade Institutional
I work with the following types of clients:    Non-Profit Organizations, Individual Investors
Work Experience:    Financial Service work experience:

Formerly with Merrill Lynch. Now with Global View Registered Investment Advisor.
I work with the following types of clients:    Businesses
States Licensed in:    SC
SEC File#:    801-68500
Firm CRD#:    145499
CRD#:    4798512
States Willing to do Business in:    SC
Gender:    Male
 

Education

Academic Background
 
BA, Finance - Wofford College (1994)
 

Services

I can meet clients in the following ways:    Via phone, At your office, At your home, At my office
Investment Types:    Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    CFP (R)
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Advisor:    Team
Assets Managed by Firm:    $295,000,000
Firm's Number of Managed Clients:    425
Firm's Number of Planning Clients:    425
Firm's Number of Clients:    425
Advisor's Number of Planning Clients:    100
Advisor's Number of Managed Clients:    100
Advisor's Number of Clients:    100
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
Fee % Based on Assets:    1
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee Only