Foster & Motley Inc.
Foster & Motley Inc. (CRD# 106905) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,057,594,835 in 795 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management2,058MILLION
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Total Number of Accounts795ACCOUNTS
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Average Account Value$2,588,170
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA
Zachary Binzer (CRD# 6709868) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry. Zachary Binzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Emily Diaz (CRD# 6907843) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry. Emily Diaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey English (CRD# 6657362) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Jeffrey English has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Foster (CRD# 2370179) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 28 years of experience in the finance industry. David Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Green (CRD# 1681036) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Thomas Guidi (CRD# 4402624) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.
Lucas Hail (CRD# 2610234) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry. Lucas Hail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Zachary Horn (CRD# 5074199) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Zachary Horn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anthony Luckhardt (CRD# 2829070) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry. Anthony Luckhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Motley (CRD# 1942813) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 32 years of experience in the finance industry.