Global View Investment Advisors, LLC

Global View Investment Advisors, LLC (CRD# 145499) is a financial advisory firm headquartered in Greenville, SC. They manage $154,636,000 in 1,055 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    1,055
    ACCOUNTS
  • Average Account Value
    $146,574
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TX

Financial Advisors at Global View Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joe E. Hines
CRD#: 3111797
420 E. Park Avenue, Unit 303, Greenville, SC 29609
96
Wealthminder
score

Joe Hines (CRD# 3111797) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 18 years of experience in the finance industry. Joe Hines 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.

2
Richard T. Simonson
CRD#: 2845559
308 West Stone Avenue, Greenville, SC 29609
96
Wealthminder
score

Richard Simonson (CRD# 2845559) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 20 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.

3
Jonathan A. Wiles
CRD#: 4798512
420 E. Park Avenue, Unit 303, Greenville, SC 29609
93
Wealthminder
score

Jonathan Wiles (CRD# 4798512) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 13 years of experience in the finance industry.

4
Robert T. Theodore
CRD#: 6346518
420 East Park Ave, Suite 303, Greenville, SC 29601
90
Wealthminder
score

Robert Theodore (CRD# 6346518) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has 1 year of experience in the finance industry. Robert Theodore 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.

5
Stephen C. Gary
CRD#: 6241659
420 East Park Ave, Suite 303, Greenville, SC 29601
88
Wealthminder
score

Stephen Gary (CRD# 6241659) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 3 years of experience in the finance industry.

6
Kenneth M. Moore
CRD#: 4193243
420 E. Park Avenue, Unit 303, Greenville, SC 29609
76
Wealthminder
score

Kenneth Moore (CRD# 4193243) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 17 years of experience in the finance industry. Kenneth Moore 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.