Paul
Foster

Foster Victor Wealth Advisors

CRD#4708572
Investment Advisor
in Greenville, SC

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

10 Toy Street Suite 200
Greenville, SC 29601

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Foster Victor Wealth Advisors Brokerage Details

Total Assets Under Management

$1,117,952,000

SC Average: $646,059,043
Total Number of Employees

29

SC Average: 13
Total Number of Accounts

3,936

SC Average: 661
Average Account Size

$284,033

SC Average: $977,396

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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.

2016 - Present (6 years)

Foster Victor Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

2011 - 2016 (5 years)

Northwestern Mutual Wealth Management Company

2003 - 2016 (13 years)

Northwestern Mutual Investment Services, LLC

2003 - 2016 (13 years)

Northwestern Mutual Life Insurance Company

Disclosures

Paul Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foster Victor Wealth Advisors

Erik Mizell
Greenville, SC
Robert Coleman
Greenville, SC
Kendall King
Greenville, SC
Katherine Sanders
Greenville, SC
Sara Clough
Greenville, SC
Randall Baughman
Greenville, SC
Andrew Brown
Greenville, SC
James Gulledge
Greenville, SC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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