Charles FossCRD 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 13 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Core Wealth Advisors, Inc.||Lakeland, FL||Feb 2013 - Current||4|
|Pro Baseball Services, Inc.||Lakeland, FL||Nov 2004 - Current||12|
|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|
Total Assets Under Management103MILLIONS
Total Number of Accounts317ACCOUNTS
Average Account Value$326,135
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
FL, GA, TX
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