Lisa Foster
Lisa Foster is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hamilton, OH, with 26 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3707 Rossgate Court, Unit C, Hamilton, OH, 45013
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa owns L.A. Foster, Inc. since 2000, providing tax preparation, consulting, and bookkeeping services, taking about 10-20% of her time. She is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling approved insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.