Foster Victor Wealth Advisors
About this Advisor
Paul Foster is a certified financial planner based in Greenville, South Carolina, who has been in the advisory business for 19 years. Foster works at Foster Victor Wealth Advisors. Foster has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Purshe Kaplan Sterling Investments and Foster Victor Wealth Advisors, LLC. Foster maintains a Series 63 license, certifying them as a securities agent, and is able to advise clients in South Carolina and Texas. Foster Victor Wealth Advisors is a firm based in Greenville, South Carolina. It administers $1 billion in assets across its 3,936 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,936 client accounts, 29% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which service is provided. Fee types billed by Foster Victor Wealth Advisors most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Foster Victor Wealth Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Paul Foster Work History
Paul has 19 years of experience.
Foster Victor Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Paul Foster has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Foster Victor Wealth Advisors
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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.