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PF

Paul W. Foster

INVESTMENT RESEARCH CORP
ST. CLAIRSVILLE, OH 43950
Some features on this profile are disabled
CRD#: 4715248
PF

Professional summary

Paul William Foster is a registered financial advisor currently at INVESTMENT RESEARCH CORP located in St. Clairsville, Ohio and WORLD CAPITAL BROKERAGE, INC. located in St. Clairsville, Ohio.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
PRESIDENT/OWNER OF FOSTER INSURANCE, INC., 44531 National Road, Saint Clairsville, OH 43950. SELL/SERVICE LIFE, P+C, HEALTH INSURANCE; ACCOUNTING + TAX SERVICES. NON-INVESTMENT RELATED. 175 HR/MO. PFMICHAELS FINANCIAL CONSULANTS, LLC., 50% OWNER. 44531 National Road, Saint Clairsville, OH 43950. TAX PREPARATION SERVICES AND FIXED INSURANCE, START 02/15. SEASONAL 25HRS/WEEK. NOT INVESTMENT RELATED. INVESTMENT ADVISOR REPRESENTATIVE WITH INVESTMENT RESEARCH CORPORATION. INVESTMENT RELATED BUSINESS PROVIDING FINANCIAL ADVISE AND INVESTMENT MANAGEMENT SERVICES TO CLIENTS. 40HR/MO. ADDRESS IS 44531 National Road, Saint Clairsville, OH 43950. START DATE WITH INVESTMENT RESEARCH CORPORATION 01/01/2011.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul William Foster's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2011 - Present

INVESTMENT RESEARCH CORP

Office #1: 44531 National Road, St. Clairsville, OH 43950
RIA
CRD#: 108208
ST. CLAIRSVILLE, OH
Current

December 2, 2011 - Present

WORLD CAPITAL BROKERAGE, INC.

Office #1: 44531 National Road, St. Clairsville, OH 43950
BD
CRD#: 37
ST. CLAIRSVILLE, OH
Past

January 23, 2009 - December 31, 2009

HAZARD & SIEGEL, INC.

BD
CRD#: 2048
ST. CLAIRSVILLE, OH
Past

January 13, 2009 - December 31, 2010

WORLD CAPITAL ADVISORS, LLC

RIA
CRD#: 135941
ST. CLAIRSVILLE, OH
Past

February 13, 2006 - December 31, 2008

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
NEW BRIGHTON, PA
Past

March 29, 2005 - January 11, 2006

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IR
INVESTMENT RESEARCH CORP
INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA
Registered Investment Advisory firm - (4/26/1972 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Ohio
(1/4/2011)
RR
Ohio
(12/2/2011)
IAR
Pennsylvania
(1/4/2019)
IAR
South Carolina
(1/3/2019)
RR
Virginia
(11/29/2012)
RR
West Virginia
(11/29/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/28/2005
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IR
INVESTMENT RESEARCH CORP
INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA
Registered Investment Advisory firm - (4/26/1972 Approved)
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Contact information

Main Address
1636 North Logan Street, Denver, CO 80203
Mailing Address
Phone number
(303) 626-0634
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IRC BROCHURE (3/6/2025)
IRC WRAP BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts177
AUM (Assets Under Management)$ 63,421,004

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

INVESTMENT RESEARCH CORP

CRD#: 108208St. Clairsville, OH 43950

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