Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

1825 N Highway 17, Mt. Pleasant, SC, 29464

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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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Employment History
Current Registrations
Foster Victor
September 2025 - Present · 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2023 - August 2025 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2023 - August 2025 · 1 yr 10 mos
Securian Financial Services, INC.
March 2023 - June 2023 · 3 mos
Securian Financial Services, INC.Broker
February 2023 - June 2023 · 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Grant Dowis - Financial Advisor | TrueAdvisor