Robert ColemanCRD Number: 5909512
Current Firm: Foster Victor Wealth Advisors
Robert Coleman (CRD# 5909512) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 10 years of experience in the finance industry. Robert Coleman 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.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||Oct 2016 - Current||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Apr 2016 - Sep 2016||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Apr 2016 - Sep 2016||< 1|
|Northwestern Mutual Investment Services, LLC||Greenville, SC||May 2011 - Sep 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
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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