Adam Wiles
Global View, LLC

Tel: (864) 272-0819
308 W Stone Ave.
Greenville, SC 29609

Preserving & Building Your Wealth

Global View, LLC | Financial Advisor in Greenville ,SC

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

Firm Start Year:   2004
No.of Employees:   5-9
Name of Custodial Firm:   Schwab Institutional, TD Ameritrade Institutional
States Licensed in:   SC
Number of Years with Current Firm:   9
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 , Non-Profit Organizations , Individual Investors


Services

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


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   $170,000,000+
Advisor's Number of Clients:   50
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   50
Assets Managed by Advisor:   Team


Compliance

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


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $150,000
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   1


Education

Bachelor of Arts - Finance  Wofford University
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Disclosures


Disclaimer

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

Adam Wiles

Adam Wiles

CERTIFIED FINANCIAL PLANNER™ Certificant


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.

Communities Served

SC NC

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Best Of the Upstate; Financial Advisers
(08/01/2014)

In an independent survey performed by The Greenville News and their online partners, Global View Investment Advisors was voted Best of the Upstate for Financial Advisors in 2014. Upstate businesses must be nominated and voted for by readers of the publication.? more