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Derek Foster

7 Years of Experience
Orlando, FL
Broker

Derek Foster is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

720 Rugby Street, Suite 200, Orlando, FL, 32804

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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

Derek works as an advisor and paraplanner for BCW Financial Consultants LLC, a support company, but is not an owner. He dedicates no time to this business activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
State Registrations7 states
AZCOFLKYMDOHVA
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.
Derek Foster - Financial Advisor | TrueAdvisor