Dan Foster
Dan Foster is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 41 years of industry experience. Dan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5030 Camino De La Siesta, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Dan is the CEO and financial advisor for AIM Financial Consulting Group Inc., dedicating nearly full-time hours to financial services and planning. He also works as an insurance agent selling life, health, annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Pw Securities, INC.Broker
State Bond Sales CorporationBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Laura Taylor, CFPCetera Investment Advisers LLC
- Grant Kalmanovitz, CFPCetera Investment Advisers LLC
- David Bretz, CFPCetera Investment Advisers LLC
- David Hankin, CFPCetera Investment Advisers LLC
- Ryan Friesen, CFPCetera Investment Advisers LLC
- Michael Faltico, CFPCetera Investment Advisers LLC