PF
CFP
PF
CFP

Paul William Foster

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a member of FV Family Services, LLC, providing family office and outsourced CFO services. He spends minimal time reviewing financials, guiding strategic decisions, and developing deliverables for future offerings.

Employment History
Current Registrations
Foster Victor
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - August 2016 · 1 mo
Northwestern Mutual Investment Services,llc
October 2015 - June 2016 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
January 2004 - June 2016 · 12 yrs 5 mos
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.