Richard Simonson, financial advisor Greenville SC

Richard Simonson

CRD Number: 2845559
Current Firm: Global View Investment Advisors, LLC

Richard Simonson (CRD# 2845559) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 26 years of experience in the finance industry. Richard Simonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Global View Investment Advisors, LLC Greenville, SC Oct 2007 - Current 16
Cambridge Investment Research, Inc. Fairfield, IA Aug 2005 - Current 18
Cambridge Investment Research, Inc. Fairfield, IA Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Richard T. Simonson
Phone Number: 864-335-9211
Registered State(s):
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $285,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

GA, NC, SC, TX

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