AdamWiles- Financial Advisor Greenville, SC

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About Adam Wiles

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

1923

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

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

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

Paladin Advisors

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Paladin Research Report For:

Adam Wiles

Global View Investment Management