EF
EF
Edward Foster
23 Years of Experience
Lake Oswego, OR
2 DisclosuresBrokerSells Insurance
Edward Foster is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Oswego, OR, with 23 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
16780-A Bryant Rd, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
August 2012Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
Edward is an insurance agent for Foster & Associates, Inc. since 2002, selling life insurance, and also sells fixed insurance with various companies since 2011; these activities each take a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
October 2011 - Present · 14 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
October 2011 - March 2024 · 12 yrs 5 mos
Securities America Advisors, INC.
January 2009 - October 2011 · 2 yrs 9 mos
Securities America, INC.Broker
January 2009 - October 2011 · 2 yrs 9 mos
Brecek & Young Advisors, INC.
February 2003 - January 2009 · 5 yrs 11 mos
Brecek & Young Advisors, INC.Broker
December 2002 - January 2009 · 6 yrs 1 mo
State Registrations4 states
AZGAORWA
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.