SF
SF

Savanna Foster

4 Years of Experience
Phoenix, AZ
Broker

Savanna Foster is a registered investment advisor at Raymond James & Associates, INC., based in Phoenix, AZ, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Phoenix, AZ

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 10 mos
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Robinhood Financial, LLCBroker
October 2020 - July 2022 · 1 yr 9 mos
Morgan Stanley
August 2019 - October 2020 · 1 yr 2 mos
Morgan StanleyBroker
July 2019 - October 2020 · 1 yr 3 mos
State Registrations1 state
AZ
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.