James
Gulledge

Foster Victor Wealth Advisors

CRD#6129781
Investment Advisor
in Greenville, SC

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About this Advisor

James Gulledge is a financial advisor working in Greenville, South Carolina, who has 4 years of relevant experience. Gulledge is an employee of Foster Victor Wealth Advisors. Throughout their career, Gulledge has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and Foster Victor Wealth Advisors, LLC. Gulledge maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Carolina. Foster Victor Wealth Advisors is a financial advisory firm headquartered in Greenville, SC. It handles $1 billion in total assets across its 4,652 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 4,652 client accounts, 30% belong to high-net-worth investors who have greater than $1 million in assets available to invest. 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 charged by financial advisors usually vary depending on which service is offered. However, fees billed by Foster Victor Wealth Advisors can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Office Location

10 Toy Street Suite 200
Greenville, SC 29601

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Foster Victor Wealth Advisors Brokerage Details

Total Assets Under Management

$1,243,196,000

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

30

SC Average: 13
Total Number of Accounts

4,652

SC Average: 661
Average Account Size

$267,239

SC Average: $977,396

Investment Advisory Services

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

James Gulledge Work History

James has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Foster Victor Wealth Advisors, LLC

2013 - 2016 (3 years)

Northwestern Mutual Investment Services, LLC

2012 - 2016 (4 years)

Northwestern Mutual Life Insurance Company

*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 James Gulledge 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

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

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