Joe Foster, financial advisor Dallas TX
93 score

Joe Foster

CRD Number: 1966168
Current Firm: Ameritas Investment Corp

Joe Foster (CRD# 1966168) is an Investment Advisor Representative working at Ameritas Investment Corp in Dallas, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Eagil Financial Group LLC Woodcliff, NJ Apr 2015 - Current 1
Sleeper Sewell Insurance Services, Inc. Dallas, TX Nov 2013 - Current 3
Eastex Holdings LLC Addison, TX Oct 2011 - Current 5
Prepaid Legal Casualty Insurance Dallas, TX Sep 2003 - Current 13
Ameritas Investment Corp Lincoln, NE Sep 2000 - Current 16
Foster-cary Agency Dallas, TX Jan 1987 - Current 29
Foster Financial Group Dallas, TX Jan 1987 - Current 29
Behind Every Door Dallas, TX Mar 2011 - Jan 2016 4
Jp Copper Creek LLC Addison, TX Dec 2010 - Dec 2014 4
Planned Benefits Dallas, TX Jan 1987 - Nov 2013 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Joe B. Foster
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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