Paul FosterCRD Number: 4708572
Current Firm: Foster Victor Wealth Advisors
Paul Foster (CRD# 4708572) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 19 years of experience in the finance industry. Paul Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||May 2016 - Current||7|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2016 - Aug 2016||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||May 2011 - May 2016||5|
|Northwestern Mutual Investment Services, LLC||Greenville, SC||Sep 2003 - May 2016||12|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Feb 2003 - May 2016||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
Total Assets Under Management1,243MILLIONS
Total Number of Accounts4,652ACCOUNTS
Average Account Value$267,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, DC, FL, GA, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA
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