Adam, Wiles
Global View Investment Advisors, LLC
420 E. Park AveSuite 303
Greenville, SC 29601
8642720818
About Global View Investment Advisors, LLC
We are a fee-only fiduciary working with high net worth families taking fiduciary oversight into all aspects of investing and planning including income tax and estate planning. While we do not complete income tax returns or write legal documents, over the last 17 years we have learned that investors want to go to one trusted professional to coordinate these efforts. A key premise of our offering is to provide low "ulcer" investing and planning by avoiding losing money you can't make back.
See Disclosures
General Information
Firm Start Year
1925
CRD#
4798512
Firm CRD#
145499
Name of Custodial Firm
T.D. Ameritrade Institutional, Charles Schwab Institutional,
Years of Experience in Financial Services
15
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Financial Planning for Individuals, Legal Advice and Services, Insurance Products & Annuities, Investment Advice & Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Firm Information
Advisor's Number of Clients
425
Compensation and Fees
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor of Arts - Finance -
Wofford University
-
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886580/financialplanners-Global-View-Investment-Advisors,-LLC-detailed-disclosure.html