Foster & Motley Inc.

Foster & Motley Inc. (CRD# 106905) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,961,366,196 in 835 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,961
    MILLION
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $2,348,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Foster & Motley Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Zachary T. Binzer
CRD#: 6709868
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Zachary Binzer (CRD# 6709868) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.

2
Emily K. Diaz
CRD#: 6907843
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Emily Diaz (CRD# 6907843) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.

3
Jeffrey R. English
CRD#: 6657362
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

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.

4
David A. Foster
CRD#: 2370179
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

David Foster (CRD# 2370179) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.

5
Elizabeth M. Green
CRD#: 1681036
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

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.

6
Thomas J. Guidi
CRD#: 4402624
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Thomas Guidi (CRD# 4402624) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.

7
Lucas P. Hail
CRD#: 2610234
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Lucas Hail (CRD# 2610234) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 28 years of experience in the finance industry.

8
Zachary T. Horn
CRD#: 5074199
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

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.

9
Anthony R. Luckhardt
CRD#: 2829070
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Anthony Luckhardt (CRD# 2829070) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

10
William M. Motley
CRD#: 1942813
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

William Motley (CRD# 1942813) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 34 years of experience in the finance industry.

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