Sara
Clough

Foster Victor Wealth Advisors

CRD#6923116
Investment Advisor
in Greenville, SC

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About this Advisor

Sara Clough is a financial advisor operating in Greenville, South Carolina with 2 years of relevant experience. Clough is an advisor for Foster Victor Wealth Advisors. During their career, the advisor has held roles at Raymond James & Associates, South State Bank and Foster Victor Wealth Advisors, LLC. Clough has a Series 66 license, which qualifies 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 an advisory business headquartered in Greenville, SC. It administers $1 billion in assets across its 4,652 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 4,652 accounts, 30% are held by high-net-worth clients who have more than $1 million in assets. Foster Victor Wealth Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on the services provided. However, fees charged by Foster Victor Wealth Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Sara Clough Work History

Sara has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Foster Victor Wealth Advisors, LLC

2016 - 2021 (5 years)

Raymond James & Associates

2012 - 2016 (4 years)

South State Bank

*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 Sara Clough 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
Erik Mizell
Greenville, SC
James Gulledge
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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