Foster Victor Wealth Advisors
About this Advisor
Randall Baughman is a certified financial planner based in Greenville, South Carolina, who has been in the advisory business for 13 years. Baughman currently works for Foster Victor Wealth Advisors. During their career, the advisor has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Foster Victor Wealth Advisors, LLC and Purshe Kaplan Sterling Investments. Baughman holds a Series 63 license, designating them as a securities agent, and is approved to operate in South Carolina. Foster Victor Wealth Advisors is a financial advisory firm headquartered in Greenville, South Carolina. It controls $1 billion in assets among its 3,936 accounts, placing it among the larger firms in the country by assets under management. Of its 3,936 client accounts, 29% are held by high-net-worth investors who have more than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules depend on which services are provided. However, fee types charged by Foster Victor Wealth Advisors likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Foster Victor Wealth Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Randall Baughman Work History
Randall has 13 years of experience.
Foster Victor Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Randall Baughman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Foster Victor Wealth Advisors
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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.