Paul
Foster

Investment Research Corp

CRD#4715248
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Foster is a financial advisor working out of Denver, Colorado who has 12 years of industry experience. Foster works at Investment Research Corp. Their career trajectory has included roles at Foster Insurance Inc, Investment Research Corp and World Capital Brokerage, Inc. Foster holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Ohio, Pennsylvania and South Carolina. Investment Research Corp is a firm that has its headquarters in Denver, CO. It handles $44 million in assets among its 117 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 117 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Investment Research Corp has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely vary depending on the services provided. Fees charged by Investment Research Corp can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1636 Logan Street
Denver, CO 80203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Investment Research Corp Brokerage Details

Total Assets Under Management

$43,527,085

CO Average: $2,349,664,866
Total Number of Employees

18

CO Average: 28
Total Number of Accounts

117

CO Average: 1,101
Average Account Size

$372,026

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Paul Foster Work History

Paul has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Investment Research Corp

2011 - Present (13 years)

World Capital Brokerage, Inc

2005 - Present (19 years)

Foster Insurance Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Investment Research Corp

Kenneth Jordan
Eatontown, NJ
Andrew Pravlik
Sammamish, WA
Todd Smith
Denver, CO
Brian Regan
Pittsburgh, PA
Michael Summers
York, PA
Jason Anderson
Denver, CO
Wayne Corcoran
Carlsbad, CA
Paul Foster
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started