Adam Wiles

Global View Investment Advisors, LLC

420 E. Park Ave
Suite 303

Greenville, SC 29601

864-272-0818

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

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Legal Advice and Services, Financial Planning for Individuals

Services

Can meet clients in the following ways

Email, Phone, Your Home, Video Conference, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Firm Information

Advisor's Number of Clients

425

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelor of Arts - Finance -

Wofford University
-

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886580/retirementplanning-Global-View-Investment-Advisors,-LLC-detailed-disclosure.html

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