Gordon Foster, financial advisor Dallas TX
98 score

Gordon Foster

CRD Number: 1028265
Current Firm: Ims Financial Advisors, Inc.

Gordon Foster (CRD# 1028265) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ims Financial Advisors, Inc. Houston, TX Jan 2016 - Current 2
Ims Securities, Inc. Houston, TX Jan 2016 - Current 2
Cetera Advisors LLC Dallas, TX Feb 2014 - Dec 2015 1
Ifc Group Dallas, TX Jan 2013 - Feb 2014 1
J.p. Morgan Securities LLC Dallas, TX Oct 2012 - Jan 2013 < 1
Chase Investment Services Corp Dallas, TX Aug 2010 - Oct 2012 2
Ifc Group Dallas, TX Oct 2003 - Jul 2010 6
Highlands Bank Dallas, TX Dec 2007 - Sep 2009 1
Worth Financial Group Inc. Dallas, TX Dec 2007 - Aug 2008 < 1
Wachovia Securities, LLC Addison, TX Jul 2007 - Nov 2007 < 1
Wachovia Bank, N.a. Addison, TX Oct 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Gordon R. Foster
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $182,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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