John FosterCRD Number: 1095891
Current Firm: Eagle Strategies LLC
John Foster (CRD# 1095891) is an Investment Advisor Representative working at Eagle Strategies LLC in Williamsville, NY and has over 26 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Eagle Strategies LLC||Williamsville, NY||Feb 2011 - Current||7|
|Nylife Securities||Fingerlakes, NY||Jun 2003 - Current||14|
|New York Life Insurance||Fairport, NY||May 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops