Derek Foster, financial advisor Orlando FL

Derek Foster

CRD 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.

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Certified Advisory Corp
Company Name Location Dates Years
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
Contact Info for Derek R. Foster
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    117,643
    MILLIONS
  • Total Number of Accounts
    400,197
    ACCOUNTS
  • Average Account Value
    $293,964
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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