Randall
Baughman

Foster Victor Wealth Advisors

CRD#5557738
Investment Advisor
in Greenville, SC

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

13 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

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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

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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.

2016 - Present (7 years)

Foster Victor Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

2009 - 2016 (7 years)

Northwestern Mutual Life Insurance Company

2009 - 2016 (7 years)

Northwestern Mutual Investment Services LLC

Disclosures

Randall Baughman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foster Victor Wealth Advisors

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

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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.

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