Marc Foster, financial advisor Newport Beach CA

Marc Foster

CRD Number: 707114
Current Firm: Ubs Financial Services Inc.

Marc Foster (CRD# 707114) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Newport Beach, CA Oct 1985 - Current 36
Painewebber Incorporated Newport Beach, CA Sep 1979 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Feb 2022
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.

Get Details on the FINRA Advisor Check site
Contact Info for Marc L. Foster
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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