Kari FoustCRD Number: 5472410
Current Firm: Navy Federal Asset Management, LLC
Kari Foust (CRD# 5472410) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Pensacola, FL and has over 9 years of experience in the finance industry.
Lpl Financial LLC
Sterne Agee Asset Management, Inc.
Walker Wealth Advisors, LLC
|Navy Federal Brokerage Services, LLC||Pensacola, FL||Jun 2012 - Current||5|
|Navy Federal Financial Group, LLC||Pensacola, FL||Jun 2012 - Current||5|
|Wells Fargo Advisors LLC||Pensacola, FL||May 2009 - Jun 2012||3|
|Wachovia Securities, LLC||Birmingham, AL||Jan 2008 - May 2009||1|
|Wachovia Bank, N.a.||Birmingham, AL||Jan 2008 - May 2009||1|
|Hsbc||Pensacola, FL||Mar 2007 - Dec 2007||< 1|
|Wells Fargo Financial||Pensacola, FL||Aug 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management159MILLIONS
Total Number of Accounts1,117ACCOUNTS
Average Account Value$142,057
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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