Erik Mizell (CRD# 6061078) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 11 years of experience in the finance industry. Erik Mizell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | Greenville, SC | May 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Aug 2016 | < 1 |
| Northwestern Mutual Investments Services LLC | Greenville, SC | May 2014 - May 2016 | 2 |
| Northwestern Mutual Investment Services, LLC | Greenville, SC | Nov 2012 - May 2016 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- SC
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Total Assets Under Management1,690MILLIONS
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Total Number of Accounts5,395ACCOUNTS
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Average Account Value$313,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, DC, FL, GA, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA
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