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Bryan Foster

30 Years of Experience
Southfield, MI
2 DisclosuresBrokerSells Insurance

Bryan Foster is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

28411 Northwestern Hwy #1200, Southfield, MI, 48034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2023
Settled
Customer Dispute
March 2004
Settled
Other Business ActivitiesSells Insurance

Bryan has DBAs for his LPL business under the names America Group Retirement Strategy Centers (since 2009) and Bordelove/Foster Wealth Management (since 2012). He also engages in non-variable insurance activities, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
August 2010 - Present · 15 yrs 9 mos
LPL Financial LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2009 - October 2009 · 0 mos
Ameriprise Advisor Services, INC.Broker
May 2005 - October 2009 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
September 2002 - April 2005 · 2 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2002 - September 2002 · 6 mos
Comerica SecuritiesBroker
May 2001 - February 2002 · 9 mos
H&r Block Financial Advisors, INC.Broker
February 1996 - May 2001 · 5 yrs 3 mos
State Registrations7 states
AZCAFLMAMINCOH
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.