Robert VictorCRD Number: 5545220
Current Firm: Foster Victor Wealth Advisors
Robert Victor (CRD# 5545220) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 14 years of experience in the finance industry.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||May 2016 - Current||7|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2016 - Aug 2016||< 1|
|Northwestern Mutual Investment Services, LLC||Greenville, SC||Mar 2009 - May 2016||7|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2008 - May 2016||7|
|Northwestern Mutual Investment Services, LLC||Greenville, SC||Jun 2008 - May 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2016|
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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