Sara Allen (CRD# 6923116) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 6 years of experience in the finance industry.
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Oneascent Financial Services LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | Greenville, SC | Aug 2021 - Current | 3 |
| Raymond James & Associates | Greenville, SC | Nov 2016 - Aug 2021 | 4 |
| South State Bank | Greenville, SC | Sep 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- SC
-
Total Assets Under Management1,690MILLIONS
-
Total Number of Accounts5,395ACCOUNTS
-
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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