SF
SF

Steven Foster

35 Years of Experience
Everett, WA
Broker

Steven Foster is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Everett, WA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1604 Hewitt Avenue, Suite 311, Everett, WA, 98201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
June 2001 - Present · 24 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2001 - Present · 24 yrs 11 mos
Previous Registrations
Raymond James Financial Services
July 2001 - January 2009 · 7 yrs 6 mos
Washington Square Securities, INC.Broker
May 1997 - June 2001 · 4 yrs 1 mo
Nylife Securities INC.Broker
March 1991 - May 1997 · 6 yrs 2 mos
State Registrations8 states
AKAZCACOMTNMUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Steven Foster - Financial Advisor | TrueAdvisor