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Shane Foster

Victory Wealth Services, LLC

Prescott, AZ

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Current Employers
Victory Wealth Services, Llc

3741 Karicio Lane Suite 2, Prescott, AZ 86303 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-20
AZ RA APPROVED 2025-10-01
TX RA APPROVED 2025-09-30
  • NV RA
    APPROVED
    Since 2025-10-20
  • AZ RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-09-30

Branch Locations

3741 Karicio Lane Suite 2, Prescott, AZ 86303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plan A Wealth, Llc Lincoln NE 06/2024 07/2025
Whole Foods Ashburn VA 05/2020 08/2021
Lifetime Fitness Sterling VA 02/2017 07/2018
Education Various VA 11/2014 11/2024
Morgan Stanley Mclean VA 05/2023 08/2023
Beacon Accounting Group Sterling VA 08/2018 05/2024
Student Ashburn VA 08/2015 10/2024
Plan A Wealth Management Lincoln NE 07/2024 06/2025
Victory Wealth Services Prescott AZ 08/2025 Present
Victory Wealth Services, Llc Prescott AZ 08/2025 Present
  • 06/2024 → 07/2025
    Plan A Wealth, Llc
    Lincoln, NE
  • 05/2020 → 08/2021
    Whole Foods
    Ashburn, VA
  • 02/2017 → 07/2018
    Lifetime Fitness
    Sterling, VA
  • 11/2014 → 11/2024
    Education
    Various, VA
  • 05/2023 → 08/2023
    Morgan Stanley
    Mclean, VA
  • 08/2018 → 05/2024
    Beacon Accounting Group
    Sterling, VA
  • 08/2015 → 10/2024
    Student
    Ashburn, VA
  • 07/2024 → 06/2025
    Plan A Wealth Management
    Lincoln, NE
  • 08/2025 → Present
    Victory Wealth Services
    Prescott, AZ
  • 08/2025 → Present
    Victory Wealth Services, Llc
    Prescott, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20
Other Names
  • Shane C Foster

View on SEC IAPD

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LPL FINANCIAL LLC · PRESCOTT, AZ
AMERIPRISE FINANCIAL SERVICES, LLC · Prescott, AZ
WRIGHT WEALTH MANAGEMENT GROUP · PRESCOTT, AZ
THE MONEY AND VALUES GROUP · PRESCOTT, AZ
LPL FINANCIAL LLC · PRESCOTT, AZ
PURE FINANCIAL ADVISORS, LLC · Prescott, AZ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Prescott, AZ
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