Jeffrey Foreman (CRD# 2757587) is an Investment Advisor Representative working at Advisory Services Network in Augusta, GA and has over 27 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreman And Milks, Cpa's, P.c. | Augusta, GA | Jun 2019 - Current | 4 |
| Advisory Services Network, LLC | Atlanta, GA | Jan 2015 - Current | 9 |
| Jeffrey L. Foreman Cpa | Martinez, GA | Nov 1991 - Jun 2019 | 27 |
| Kovack Securities Inc. | Marietta, GA | Oct 2014 - Jan 2015 | < 1 |
| Resource Horizons Group, LLC | Marietta, GA | Sep 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- GA
- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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