Keary
Foster

Avantax Advisory Services

CRD#4511415
Investment Advisor
in Montgomery, AL

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About this Advisor

Keary Foster is a financial advisor who works out of Montgomery, Alabama, who has been in the industry for 18 years. Foster currently works for Avantax Advisory Services. The advisor has gained experience at Foster Financial, New England Securities, H.D. Vest Insurance Services, H.D. Vest Investment Services, Wealth Management Partners, H.D. Vest Advisory Services and Wmp Properties, LLC. Foster holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Avantax Advisory Services is a registered investment company that has its headquarters in Montgomery, Alabama. It has offices in 1,733 locations and a total of 2,488 financial advisors. It oversees $26 billion in total assets across its 94,400 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 94,400 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually depend on the type of services provided. However, fee types billed by Avantax Advisory Services may include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2808 Hermitage Dr.
Montgomery, AL 36111

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$25,698,201,640

AL Average: $3,042,739,679
Total Number of Employees

2,488

AL Average: 49
Total Number of Accounts

94,400

AL Average: 2,315
Average Account Size

$272,227

AL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Keary Foster Work History

Keary has 18 years of experience.

2019 - Present (2 years)

Wmp Properties, LLC

2013 - Present (8 years)

H.D. Vest Advisory Services

2012 - Present (9 years)

H.D. Vest Insurance Services

2012 - Present (9 years)

H.D. Vest Investment Services

2005 - Present (16 years)

Wealth Management Partners

2006 - 2012 (6 years)

New England Securities

2002 - 2010 (8 years)

Foster Financial

Disclosures

Keary Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Avantax Advisory Services

Chris Ugwa
Huntsville, TX
Lori Comanich
Baytown, TX
Derrick Sheffield
Irving, TX
Andrew Ohlen
Denver, CO
Wade Dillman
Bellville, TX
Lacey Barger
Lawton, OK
Aaron Waters
Enid, OK
Michael Faneca
Biloxi, MS

This content was compiled from the SEC and FINRA.

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