Joe Hines
Joe Hines is a CFP-designated registered investment advisor at Global View Investment Advisors, LLC, based in Greenville, SC, with 26 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Retirement Planning. Their firm serves 585 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The amount of the fee is negotiated on a case-by-case basis with the client.
Fee Estimator
Location
420 E. Park Avenue, Unit 303, Greenville, SC, 29609
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is an independent insurance agent for various companies. He is also a member of 308 West Stone, LLC, a board member of Miracle Hill Ministries, and a sole member of Tinker Creek Properties, LLC, all of which require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Global View Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.