AF
CFP
AF
CFP

Ashley Foster

9 Years of Experience
Midlothian, VA
BrokerSells Insurance

Ashley Foster is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 9 years of industry experience. Ashley 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

130 Wylderose Dr, Midlothian, VA, 23113

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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 ActivitiesSells Insurance

Ashley sells life, health, disability, fixed annuities, and long-term care insurance as an insurance agent since 2017, dedicating a few hours per week. Ashley also owns Mindful Divorce Solutions, where she works on divorce analysis and assists clients going through divorce, spending about 10-20% of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2017 - August 2023 · 6 yrs 6 mos
Securian Financial Services, INC.Broker
October 2016 - August 2023 · 6 yrs 10 mos
State Registrations14 states
COCTDCDEFLMDNCNJNYPASCTNTXVA
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.