JF
JF

John Foster

29 Years of Experience
Mt. Laurel, NJ
Broker

John Foster is a registered investment advisor at Private Advisor Group, LLC, based in Mt. Laurel, NJ, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

921 Pleasant Valley Avenue, Suite 120, Mt. Laurel, NJ, 08054

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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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Other Business Activities

John operates his LPL business under the DBA FS Private Advisors since 2012, dedicating about a quarter of his time. He also provides investment advisory services through FS Private Advisors and Private Advisor Group, spending nearly full-time hours on these activities. John is also involved with Foster Holdings I, LLC for tax/investment purposes, spending minimal time.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2016 - Present · 10 yrs 1 mo
LPL Financial LLCBroker
September 2007 - Present · 18 yrs 10 mos
Previous Registrations
LPL Financial LLC
September 2007 - December 2016 · 9 yrs 3 mos
A. G. Edwards & Sons, INC.
October 2003 - October 2007 · 4 yrs
A. G. Edwards & Sons, INC.Broker
April 2002 - October 2007 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - April 2002 · 5 yrs 9 mos
State Registrations10 states
CACOFLMDMENJNVPASCVA
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.
John Foster - Financial Advisor | TrueAdvisor