Avantax Advisory Services
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
Years of Experience
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Avantax Advisory Services Brokerage Details
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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
Keary Foster Work History
Keary has 18 years of experience.
Wmp Properties, LLC
H.D. Vest Advisory Services
H.D. Vest Insurance Services
H.D. Vest Investment Services
Wealth Management Partners
New England Securities
Keary Foster has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Avantax Advisory Services