Global View Investment Advisors, LLC
Global View Investment Advisors, LLC (CRD# 145499) is a financial advisory firm headquartered in Greenville, SC. They manage $381,504,671 in 1,516 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management382MILLION
-
Total Number of Accounts1,516ACCOUNTS
-
Average Account Value$251,652
- A percentage of assets under your management
- Hourly charges
- 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
GA, NC, SC, TX
Matthew Crider (CRD# 5580244) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 14 years of experience in the finance industry. Matthew Crider 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.
Stephen Gary (CRD# 6241659) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 8 years of experience in the finance industry.
Joe Hines (CRD# 3111797) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 24 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.
Kenneth Moore (CRD# 4193243) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 22 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.
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.
Jonathan Wiles (CRD# 4798512) 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.
Shane Kozusko (CRD# 7573833) 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.