Michael Foster (CRD# 6869849) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry. Michael Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Dolan Capital Advisors, Inc. | Charlotte, NC | Oct 2021 - Current | 2 |
Dimensional Fund Advisors | Charlotte, NC | Jan 2020 - Sep 2021 | 1 |
Dimensional Fund Advisors | Charlotte, NC | Aug 2017 - Dec 2019 | 2 |
None | Fitzgerald, GA | May 2017 - Aug 2017 | < 1 |
Georgia Institute Of Technology | Atlanta, GA | Aug 2012 - May 2017 | 4 |
Dimensional Fund Advisors | Austin, TX | May 2016 - Aug 2016 | < 1 |
Equifax | Atlanta, GA | Jan 2014 - May 2016 | 2 |
Georgia Tech Strategic Consulting | Atlanta, GA | Aug 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2018 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NC
- SC
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts294ACCOUNTS
-
Average Account Value$432,765
- 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
NC, SC
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