CF
CF

Charles Creig Foss

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

125 W Railroad Street, La Grange, NC, 28551

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is the President and an insurance agent at The Foss Agency, Inc. He dedicates more than half of his time to this insurance services business.

Employment History
Current Registrations
Gradient Investments, LLC
December 2015 - Present · 10 yrs 2 mos
Foss Wealth Management, INC.
April 2009 - Present · 16 yrs 10 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.