Andrew Foss, financial advisor Lakeland FL

Andrew Foss

CRD Number: 6271505
Current Firm: Core Wealth Advisors, Inc.

Andrew Foss (CRD# 6271505) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Core Wealth Advisors, Inc. Lakeland, FL Jan 2018 - Current 5
Core Wealth Advisors, Inc. Lakeland, FL Nov 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Andrew T. Foss
Phone Number: 863-904-4745
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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