Foster Victor Wealth Advisors
About this Advisor
Robert Coleman is a certified financial planner operating in Greenville, South Carolina, with a total of 11 years of experience as a financial advisor. Coleman is currently employed by Foster Victor Wealth Advisors. Coleman has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Foster Victor Wealth Advisors, LLC. Coleman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. Foster Victor Wealth Advisors is a business based out of Greenville, South Carolina. It manages $1 billion in total assets across its 3,936 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,936 customer accounts, 29% belong to high-net-worth investors who have more than $1 million in assets available to invest. Foster Victor Wealth Advisors has 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 largely vary depending on the type of services. However, fee types charged by Foster Victor Wealth Advisors likely include 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
Robert Coleman Work History
Robert has 11 years of experience.
Foster Victor Wealth Advisors, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Robert Coleman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Foster Victor Wealth Advisors
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 email@example.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.