Brenda Foster, financial advisor Tampa FL
93 score

Brenda Foster

CRD Number: 4602087
Current Firm: Infinex Investments, Inc.

Brenda Foster (CRD# 4602087) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jan 2015 - Current 1
Communityone Bank Millers Creek, NC Apr 2008 - Current 8
Lpl Financial LLC Wilkesboro, NC Oct 2011 - Jan 2015 3
Uvest Financial Services Group, Inc. Charlotte, NC May 2008 - Oct 2011 3
Wachovia Securities, LLC Winston-salem, NC Jun 2003 - Apr 2008 4
Wachovia Bank, N.a. Winston-salem, NC Nov 1981 - Apr 2008 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Brenda B. Foster
Phone Number: 203-599-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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