Lee Foster (CRD# 2554288) is an Investment Advisor Representative working at Stoever Glass Wealth Management, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Measured Wealth Private Client Group, LLC | Portsmouth, NH | Apr 2019 - Jul 2019 | < 1 |
| Measured Wealth Private Client Group, Inc. | Portsmouth, NH | Jul 2014 - Jul 2019 | 5 |
| The Commonwealth Group, Inc. | Boca Raton, FL | Jul 2000 - Jun 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- FL
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Total Assets Under Management243MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$324,817
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI, WY
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