Christopher Foster (CRD# 5574029) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2019 - Current | 4 |
| Procyon Advisors, LLC | Shelton, CT | Jun 2017 - Current | 6 |
| Procyon Institutional Partners, LLC | Shelton, CT | Jun 2017 - Current | 6 |
| Ubs Financial Services Inc. | Stamford, CT | May 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CT
-
Total Assets Under Management6,279MILLIONS
-
Total Number of Accounts4,077ACCOUNTS
-
Average Account Value$1,540,034
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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