Derek Foster, financial advisor Tacoma WA
81 score

Derek Foster

CRD Number: 4514942
Current Firm: Key Investment Services LLC

Derek Foster (CRD# 4514942) is an Investment Advisor Representative working at Key Investment Services LLC in Tacoma, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Graham, WA Jan 2015 - Current 1
Unemployed Puyallup, WA May 2014 - Jan 2015 < 1
Cuso Financial Services, LP San Diego, CA Apr 2012 - May 2014 2
U.s. Bancorp Investments, Inc. Auburn, WA Aug 2010 - Apr 2012 1
Key Investment Services LLC Tacoma, WA Jul 2008 - Aug 2010 2
Financial Network El Segundo, CA Mar 2006 - Jul 2008 2
Qualstar Credit Union Redmond, WA Feb 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Derek S. Foster
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
81

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