John Foster
John Foster is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Westlake Village, CA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
2625 Townsgate Road, Suite 330, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1992Other Business ActivitiesSells Insurance
John trains financial professionals on the Living Balance Sheet software, dedicates a few hours per week to Play The Infinite Game Insurance Services selling various insurance products, rents out timeshares, and is an author. He also holds durable power of attorney for his mother.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
Amerinational Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations15 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.