James GulledgeCRD Number: 6129781
Current Firm: Foster Victor Wealth Advisors
James Gulledge (CRD# 6129781) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 9 years of experience in the finance industry.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||Jul 2016 - Current||6|
|Northwestern Mutual Investment Services, LLC||Greenville, SC||Jun 2013 - Jul 2016||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Nov 2012 - Jul 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management1,243MILLIONS
Total Number of Accounts4,652ACCOUNTS
Average Account Value$267,239
- 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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