Ashley FosterCRD Number: 5462249
Current Firm: Nxt:gen Financial Planning
Compensation Model: Fee Only
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 11 years of experience in the finance industry. Ashley 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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|Nxt:Gen Financial Planning||Houston, TX||Aug 2018 - Current||1|
|Lincoln Financial Securities Corporation||Houston, TX||Sep 2014 - May 2018||3|
|Nylife Securities LLC||Houston, TX||Jul 2008 - Sep 2014||6|
|New York Life Insurance Company||Houston, TX||Dec 2007 - Sep 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management1MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$157,137
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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