Yuval Ezer, financial advisor Greenville SC

Yuval Ezer

CRD Number: 6469252
Current Firm: Foster Victor Wealth Advisors

Yuval Ezer (CRD# 6469252) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Foster Victor Wealth Advisors, LLC Greenville, SC Feb 2024 - Current < 1
Acs Industries Lincoln, RI Mar 2023 - Current 1
Wealth Enhancement Group LLC Charlotte, NC Oct 2022 - Current 2
Wealth Enhancement Group Boston, MA Apr 2021 - Current 3
Wealth Enhancement Advisory Services Boston, MA Apr 2021 - Feb 2024 2
North American Management Boston, MA Jan 2009 - May 2021 12

Yuval Ezer has no recent exams reported.
Contact Info for Yuval Ezer
Phone Number: (864) 720-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,690
    MILLIONS
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $313,323
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

AL, AZ, DC, FL, GA, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA

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