Charles Foss, financial advisor Lakeland FL
93 score

Charles Foss

CRD Number: 4633605
Current Firm: Core Wealth Advisors, Inc.

Charles Foss (CRD# 4633605) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Core Wealth Advisors, Inc. Lakeland, FL Feb 2013 - Current 3
Pro Baseball Services, Inc. Lakeland, FL Nov 2004 - Current 11
Calton & Associates, Inc. Lakeland, FL Nov 2013 - Feb 2015 1
Wall Foss Advisors, Inc. Lakeland, FL Feb 2004 - Nov 2013 9
Wall Foss Financial, LLC Lakeland, FL Jan 1992 - Nov 2013 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Charles T. Foss
Phone Number: 863-904-4745
Registered State(s):
  • FL
  • TX
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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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