Shawn Foster, financial advisor Dallas TX
84 score

Shawn Foster

CRD Number: 1975391
Current Firm: Ameritas Investment Corp

Shawn Foster (CRD# 1975391) is an Investment Advisor Representative working at Ameritas Investment Corp in Dallas, TX and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE Apr 2009 - Current 9
Foster Financial Group Dallas, TX Apr 2009 - Current 9
Planned Benefits Inc. Dallas, TX May 1987 - Current 30
Anbtx Insurance Services, Inc. Dallas, TX May 1987 - Current 30
Hexter Fair Ins Agency Dallas, TX Apr 2009 - Dec 2009 < 1
Nationwide Insurance Dallas, TX Jul 2004 - Mar 2009 4
Nationwide Securities, Inc. Dublin, OH Jul 2004 - Mar 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Shawn H. Foster
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,871
    MILLIONS
  • Total Number of Accounts
    8,884
    ACCOUNTS
  • Average Account Value
    $323,164
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, WY

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BADGES
84

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