CF
CF
Cary Foster
10 Years of Experience
Athens, GA
1 DisclosureBrokerSells Insurance
Cary Foster is a registered investment advisor at Cetera Investment Advisers LLC, based in Athens, GA, with 10 years of industry experience. Cary 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
Loading...
Location
297 Prince Avenue, Bottleworks, Ste 15, Athens, GA, 30601
Get directionsHistory
Regulatory History (1)
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.
Criminal
December 2006Final Disposition
Other Business ActivitiesSells Insurance
Cary is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. Cary also works full-time as a financial professional for Full Cup Financial, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
September 2019 - Present · 6 yrs 10 mos
Cetera Advisors LLC
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
September 2019 - March 2024 · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
April 2016 - September 2019 · 3 yrs 5 mos
Cambridge Investment Research, INC.Broker
April 2016 - September 2019 · 3 yrs 5 mos
Transamerica Financial Advisors, INC.
October 2015 - April 2016 · 6 mos
Transamerica Financial Advisors, INCBroker
October 2015 - April 2016 · 6 mos
State Registrations10 states
ALCOFLGAINNCSCTNTXUT
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.