Shawn Ryan Penland
Investment adviser representative at Foster Victor
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Foster VictorSep 2024 to now
- Foster Victor Wealth AdvisorsMay 2022 to now
- Blackwater Asset ManagementDec 2020 to May 2022
- Penland Automotive GroupMay 2018 to Dec 2020
- Full-time StudentAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Foster Victor
Legal name: Foster Victor Wealth Advisors, LLC
$2.6BAssets managed
1,728Clients
20Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7974045
- Firm CRD
- 283656