PF
PF

Paul William Foster

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

1636 North Logan Street, Denver, CO, 80203

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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 ActivitiesSells Insurance

Paul is the President/Owner of Foster Insurance, Inc., where he sells and services various insurance products and provides accounting/tax services, dedicating nearly full-time hours to this. He also owns 50% of PFMichaels Financial Consultants, LLC., offering tax preparation services and fixed insurance on a seasonal basis, taking about a quarter of his time.

Employment History
Current Registrations
World Capital Brokerage, INC.Broker
December 2011 - Present · 14 yrs 2 mos
Investment Research CORP
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Hazard & Siegel, INC.Broker
January 2009 - December 2009 · 11 mos
World Capital Advisors, LLC
January 2009 - December 2010 · 1 yr 11 mos
Fortune Financial Services, INC.Broker
February 2006 - December 2008 · 2 yrs 10 mos
Nationwide Securities, INC.Broker
March 2005 - January 2006 · 10 mos
State Registrations5 states
OHPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.