Paladin Research Report For:

Adam Wiles

Global View Investment Management

CFP®
420 E. Park Ave
Suite 303
Greenville, SC 29601
864-272-0818

About Adam Wiles

See Disclosures

General Information

Firm Start Year
  • 1923
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886580/paladinregistry-Global-View-Investment-Management-detailed-disclosure.html