Erik
Mizell

Foster Victor Wealth Advisors

CRD#6061078
Investment Advisor
in Greenville, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Erik Mizell is a certified financial planner based out of Greenville, South Carolina, with a total of 10 years in the industry. Mizell works at Foster Victor Wealth Advisors. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investments Services LLC, Foster Victor Wealth Advisors, LLC and Purshe Kaplan Sterling Investments. Mizell has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina. Foster Victor Wealth Advisors is a financial advisory business that has its headquarters in Greenville, South Carolina. It manages $1 billion in assets under management between its 3,936 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,936 customer accounts, 29% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Foster Victor Wealth Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Foster Victor Wealth Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

10 Toy Street Suite 200
Greenville, SC 29601

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Foster Victor Wealth Advisors Brokerage Details

Total Assets Under Management

$1,117,952,000

SC Average: $646,059,043
Total Number of Employees

29

SC Average: 13
Total Number of Accounts

3,936

SC Average: 661
Average Account Size

$284,033

SC Average: $977,396

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Erik Mizell Work History

Erik has 10 years of experience.

2016 - Present (7 years)

Foster Victor Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

2014 - 2016 (2 years)

Northwestern Mutual Investments Services LLC

2012 - 2015 (3 years)

Northwestern Mutual Life Insurance Company

2012 - 2016 (4 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Erik Mizell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foster Victor Wealth Advisors

Erik Mizell
Greenville, SC
Kendall King
Greenville, SC
Robert Coleman
Greenville, SC
Katherine Sanders
Greenville, SC
Sara Clough
Greenville, SC
Randall Baughman
Greenville, SC
Andrew Brown
Greenville, SC
James Gulledge
Greenville, SC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started