Brandon FosterCRD Number: 5098753
Current Firm: Truist Advisory Services, Inc.
Brandon Foster (CRD# 5098753) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, SC and has over 16 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
|Truist Investment Services, Inc.||Columbia, SC||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Bb&t||Columbia, SC||Jan 2019 - Feb 2021||2|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Feb 2021||3|
|Bb&t Investment Services, Inc.||Charlotte, SC||Sep 2013 - Feb 2021||7|
|Bb&t||Columbia, SC||Sep 2013 - Jan 2019||5|
|Wells Fargo Advisors LLC||Lexington, SC||May 2009 - Aug 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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