Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 30 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Investments, LLC | Arden Hills, MN | Nov 2015 - Current | 8 |
| Foss Wealth Management Inc. | La Grange, NC | Nov 2007 - Current | 16 |
| The Foss Agency Inc. | Lagrange, NC | Jul 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- NC
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Total Assets Under Management5,268MILLIONS
-
Total Number of Accounts56,752ACCOUNTS
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Average Account Value$92,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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