Charles Foster, financial advisor Shabbona IL

Charles Foster

CRD Number: 5085272
Current Firm: Cetera Investment Advisers LLC

Charles Foster (CRD# 5085272) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shabbona, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2006 - Current 18
Cetera Financial Specialists LLC Schaumburg, IL Jan 2006 - Current 18
Foster's Financial Management, LLC Shabbona, IL Jan 2006 - Current 18
Foster's Tax & Accounting, LLC Shabbona, IL Jul 2005 - Current 18
Midwest Orthopaedic Institute Sycamore, IL Dec 2014 - Dec 2016 2
Midwest Orthopaedic Institute Sycamore, IL Sep 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Charles E. Foster
Phone Number: 310-257-7880
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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