David Foster (CRD# 6176383) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Auburn, AL and has over 8 years of experience in the finance industry.
CRD# 4443823
Aja Financial LLC
CRD# 4723375
Raymond James Financial Services Advisors, Inc.
CRD# 6853892
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Auburn, AL | Jan 2024 - Current | < 1 |
| Transamerica Life Insurance Company | Auburn, AL | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Auburn, AL | Feb 2023 - Dec 2023 | < 1 |
| Lincoln Financial Advisors | Auburn, AL | May 2019 - Feb 2023 | 3 |
| Proequities Inc. | Montgomery, AL | Oct 2016 - May 2019 | 2 |
| Dba -- Legacy Advisory Group | Montgomery, AL | Sep 2016 - May 2019 | 2 |
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Feb 2016 - Sep 2016 | < 1 |
| Retirement Consultants Network | Adel, GA | Feb 2016 - Sep 2016 | < 1 |
| Pfs Investments Inc. | Hoover, AL | Jan 2016 - Feb 2016 | < 1 |
| Primerica Financial Services | Hoover, AL | May 2015 - Feb 2016 | < 1 |
| Builders First Source | Auburn, AL | Dec 2013 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- AL
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Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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