Robert
Coleman
Foster Victor Wealth Advisors
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About this Advisor
Robert Coleman is a financial advisor based in Greenville, South Carolina, working with Foster Victor Wealth Advisors. Robert has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Foster Victor Wealth Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Robert is part of Foster Victor Wealth Advisors, which operates out of Greenville, South Carolina. The firm has 35 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Foster Victor Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foster Victor Wealth Advisors Brokerage Details
$1,690,375,352
35
5,395
$313,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Coleman Work History
Foster Victor Wealth Advisors, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Robert Coleman 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
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