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Andrew Ryan Duncan

Foster Victor Wealth Advisors

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About Andrew Ryan Duncan

Andrew Ryan Duncan is an investment advisor representative at Foster Victor Wealth Advisors. Andrew has been in the financial services industry for over 25 years. Andrew holds a Series 7, Series 63 and Series 65 license. Andrew is a Chartered Financial Analyst. Andrew has experience working with high-net-worth individuals, corporations and other businesses, and insurance companies. Andrew is a registered investment advisor in South Carolina.

Firm Information

Andrew Duncan is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Duncan’s Registration & Firm History

SC

03/26/2024 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

TX

03/09/2011 - 05/01/2012

SECURITIES MANAGEMENT & RESEARCH, INC. (LEAGUE CITY TX)

TX

12/15/1997 - 01/26/2011

SECURITIES MANAGEMENT & RESEARCH, INC. (LEAGUE CITY TX)

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Licenses & Designations

IA

Issued 12/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Ryan Duncan.
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