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Eric E. Foster, CPA, CFP®

Eric E. Foster, CPA, CFP®

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Information

Other Names: Eric E Foster
Firm:
Type: RIA
Description

Eric E. Foster, CPA, CFP®

Eric Foster is a shareholder at PYA Waltman Capital, LLC, a fee-only registered investment advisory firm in Knoxville, TN. PYA Waltman specializes in investment management, financial planning, and retirement plan consulting.

Qualifications
•Certified Financial Planner™ Practitioner – Certified ...(see more)

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Pya Waltman Capital, LLC 8 years, 10 months Dec 2005 - Present
Cambridge Investment Research Advisors, Inc. 9 months Mar 2005 - Dec 2005
Cambridge Investment Research, Inc. 2 years, 3 months Sep 2003 - Dec 2005
Cambridge Investment Research, Inc. 1 year, 6 months Sep 2003 - Mar 2005
Exams
ExamSeriesPassed Date
Uniform Securities Agent State Law ExaminationSeries 63 11/18/2002

Answers and Guides

Level 12 Level 12 Contributor 10 Answers and 4 Financial Guides

Top Answers

Answered Nov 05, 2013 near Knoxville, TN
3 votes
Vanguard publishes an exhaustive annual study called "How America Saves". I have found it helpful to compare plans across various industries. Given the size and scope of Vanguard, their data set is pretty useful to grab some comparisons in areas like ...(more)
Answered Oct 31, 2013 near Knoxville, TN
2 votes
Another variable to consider is the accessibility of your money. IRA's normally have a 10% penalty associated with withdrawals made before the year you turn 59 1/2 (plus the tax you will owe). You can usually pull money directly from your retirement ...(more)
Answered Nov 01, 2013 near Knoxville, TN
2 votes
Tammy, So sorry to hear about your loss. Hopefully the retirement plan can help support you and make this an easy transition. I would start by finding the most recent statement for the account and calling the phone number on that statement. You could ...(more)
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Top Guides

New Retirement Plan Limits for 2015

Published yesterday
0 votes
The IRS has updated the limits for retirement plans for 2015. Participants under the age of 50 may contribute up to $18,000, with a catch-up contribution limit of $6,000 on top. IRA limits are unchanged ...(more)

Bubbles, Bubbles, Bubbles

Published Sep 11, 2014
0 votes
I have been reading a book entitled, “Psychology and the Stock Market” written by David Dreman. I borrowed the title of this guide from the title of his third chapter. The book explores the link ...(more)

Are you leaving Social Security money on the table?

Published Sep 10, 2014
0 votes
Don’t miss out on benefits that cannot be recouped. Social Security allows certain filing strategies that may give the opportunity to maximize benefits over time. For example, did you know you may be eligible for ...(more)
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*Answers and guides are provided without compensation.

Advisor Client Types

Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
10/03/2014
09/16/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

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Types of Compensation Arrangements

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  • Hourly Charges
  • Fixed Fees