Erik Mizell, financial advisor Greenville SC
96 score

Erik Mizell

CRD Number: 6061078
Current Firm: Foster Victor Wealth Advisors, LLC

Erik Mizell (CRD# 6061078) is an Investment Advisor Representative working at Foster Victor Wealth Advisors, LLC in Greenville, SC and has over 5 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.

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Professional Designations
Company Name Location Dates Years
Foster Victor Wealth Advisors, LLC Greenville, SC May 2016 - Current 1
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
Stewart Enterprises Fountain Inn, SC Oct 2009 - Feb 2012 2
Unemployed Greenville, SC Feb 2009 - Oct 2009 < 1
Cox Communications Charleston, SC Aug 2006 - Feb 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Erik C. Mizell
Phone Number: (864) 720-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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