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Shawn Ryan Penland

Foster Victor Wealth Advisors

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About Shawn Ryan Penland

Shawn Ryan Penland is a registered investment advisor representative associated with Foster Victor Wealth Advisors. Shawn has been in the industry since May 2022 and has a Series 65 license. Shawn specializes in providing financial planning and portfolio management for businesses and individuals. Prior to working at Foster Victor Wealth Advisors, Shawn worked at Blackwater Asset Management and Penland Automotive Group.

Firm Information

Shawn Penland is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shawn Penland’s Registration & Firm History

SC

09/23/2024 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Ryan Penland.
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