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Qualifications of Financial Advisor in Greenville

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Financial Advisors in Greenville, South Carolina
Financial Advisor Office Location Phone Number
Adam Wiles,
Global View, LLC
308 W Stone Ave.,
Greenville, SC  29609
(864) 272-0819
William Holt, CFP®,
Lincoln Financial Advisors Corp.
3 Caledon Court,
Greenville, SC  29615
(864) 242-3637

Information on Qualified Financial Advisors in Greenville

Qualifications CRD# 39543
FirmCRD# 145499

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 308 W Stone Ave.,
Greenville,
SC 
29609
Phone Number (864) 2720819

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients’ needs and explaining solutions. Adam and his wife Laurie live in Greenville’s North Main area and have two children, boy-girl twins, Ellis and Calla.

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.



Qualifications CRD# 1350239
FirmCRD# 3870
Series 7, 22, 24

Compensation/Fee I am a fee-based financial professional, Commissions, Flat Fee


Office Location 3 Caledon Court,
Suite C,
Greenville,
SC 
29615
Phone Number (864) 2423637

About Lincoln Financial Advisors Corp.

I work with my clients to help them meet their financial goals, needs and wants. I build successful, long-term client relationships based on trust, open communication, and integrity. I work with my clients to help Protect, Preserve, and Grow their net worth. I work with my clients to be as prepared as possible for major life changes and milestones such as; college education, retirement, long term care, disability, and estate preservation. I work with my clients to be sure their investment portfolio is diversified according to their risk tolerance. I do my best to improve my client's future quality of life. By treating each client individually, since every client has a unique set of circumstances.



List of Additional Financial Advisors in or around Greenville, South Carolina
Sandlapper Wealth Management, Llc Greenville, SC