Erik
Mizell
Foster Victor Wealth Advisors
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About this Advisor
Erik Mizell is a certified financial planner based out of Greenville, South Carolina, with 7 years of relevant experience. Mizell currently works for Foster Victor Wealth Advisors. Throughout their career, Mizell has worked 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 advise clients in South Carolina. Foster Victor Wealth Advisors is a firm that has its headquarters in Greenville, SC. It handles $1 billion in total assets between its 4,652 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 4,652 customer accounts, 30% are associated with high-net-worth clients who have at least $1 million in investable assets. Foster Victor Wealth Advisors has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services the firm provides the client. Fee types billed by Foster Victor Wealth Advisors likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foster Victor Wealth Advisors Brokerage Details
$1,243,196,000
30
4,652
$267,239
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 been registered as a financial advisor for 7 years.*
Foster Victor Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Northwestern Mutual Investments Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Mizell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foster Victor Wealth Advisors
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
