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Andrew Taylor Foss

CORE WEALTH ADVISORS, INC.·LAKELAND, Florida
Series 65Clean record10 years registeredCORE WEALTH ADVISORS, INC.
124 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801CRD# 6271505Firm CRD# 174386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Taylor Foss · LAKELAND, FL
Registration
CRD #6271505 · CORE WEALTH ADVISORS, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

CORE WEALTH ADVISORS, INC.
Dec 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 17, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORE WEALTH ADVISORS, INC.
CRD 174386 · SEC 801-81079
AUM
$506M
Regulatory assets under management
Employees
10
936 client accounts
Services offered by CORE WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORE WEALTH ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Andrew Taylor Foss offer?
Andrew Taylor Foss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.
What are Andrew Taylor Foss's credentials?
Andrew Taylor Foss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Taylor Foss located?
Andrew Taylor Foss is based in LAKELAND, Florida, working with CORE WEALTH ADVISORS, INC.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Andrew Taylor Foss charge for services?
Andrew Taylor Foss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORE WEALTH ADVISORS, INC.?
CORE WEALTH ADVISORS, INC. has approximately 10 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORE WEALTH ADVISORS, INC.

Nathan Harold Dunham
LAKELAND, FL
Paul Richard Weaver
LAKELAND, FL
Charles Taylor Foss
LAKELAND, FL

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