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William Perry Foster

William P. Foster

Irvine, CA 92612
Some features on this profile are disabled
CRD#: 2096122
William Perry Foster
William Perry Foster

Professional summary

William Perry Foster, CFP®, who also goes by William P Foster, was a registered financial advisor .

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: $250K–$500K

Services Offered

Estate & Legacy Planning
Risk Management & Insurance
Investment Management
Education Funding
Retirement Planning
Financial Planning
Health Care & Long-Term Care Planning

Aliases

William P Foster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 S. River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 08/29/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Class Education Foundation; President; 27000 Weyerhaeuser Way, Santa Clarita, CA, 91351; Not Investment-Related; 05/23/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial advisor; Manage advisory business; 262 S River Rd Suite 201, Bedford, NH, 03110; Investment-Related; 09/01/2024; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

September 10, 2026 - Present

Office #1: 2600 Michelson Drive Suite 1460, Irvine, CA 92612
Irvine, CA
Past

July 16, 2007 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Newhall, CA
Past

July 11, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 11, 2003 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
IRVINE, CA
Past

May 15, 1997 - June 16, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RENO, NV
Past

March 8, 1997 - June 16, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 8, 1997 - June 16, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/11/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 3/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 3/6/1997
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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