Derek FosterCRD Number: 6774270
Current Firm: Raymond James Financial Services Advisors, Inc.
Derek Foster (CRD# 6774270) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has 1 year of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Raymond James Financial Services Advisors Inc.||Orlando, FL||Oct 2019 - Current||1|
|Raymond James Financial Services, Inc.||Orlando, FL||May 2018 - Current||2|
|Raymond James Financial Services, Inc.||Orlando, FL||Feb 2018 - May 2018||< 1|
|University Of Florida||Gainesville, FL||May 2015 - Dec 2017||2|
|Northwestern Mutual||Gainesville, FL||May 2017 - Aug 2017||< 1|
|Keiron Partners||Orlando, FL||May 2016 - Aug 2016||< 1|
|Valencia College||Kissimmee, FL||Aug 2014 - Aug 2015||1|
|Unemployed||Kissimmee, FL||Jan 2008 - Aug 2015||7|
|Aquatica||Orlando, FL||Aug 2014 - Jul 2015||< 1|
|Hanson Walter & Associates||Kissimmee, FL||Jan 2015 - Apr 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management117,643MILLIONS
Total Number of Accounts400,197ACCOUNTS
Average Account Value$293,964
- 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
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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