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James Gordon Gulledge

Foster Victor Wealth Advisors

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About James Gordon Gulledge

James Gulledge is a financial advisor with Foster Victor Wealth Advisors, a firm that manages $1 billion - $10 billion in assets. James has been a financial advisor since 2013 and has experience working with high-net-worth individuals, businesses and corporations. James Gulledge is registered with the state of South Carolina. James Gulledge has passed the Series 6, Series 63, Series 65 and SIE exams. James Gulledge holds no designations.

Firm Information

James Gulledge 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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James Gulledge’s Registration & Firm History

SC

07/26/2019 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

SC

11/05/2013 - 06/15/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)

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Licenses & Designations

IA

Issued 07/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Gordon Gulledge.
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