Matthew
Foster

Park Place Capital Corporation

CRD#4477994
Investment Advisor
in Birmingham, AL

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About this Advisor

Matthew Foster is a financial advisor working in Birmingham, Alabama with 3 years of relevant experience. Foster is an employee of Park Place Capital Corporation. During their career, the advisor has held roles at Lpl Financial, Renasant Bank - Renasant Asset Management and Park Place Capital Corporation. Foster holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Alabama, Florida, Georgia and Mississippi. Park Place Capital Corporation is a financial advisory business that has its headquarters in Birmingham, AL. It has offices in two locations and a total of 11 advisors. It controls $854 million in assets between its 397 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 397 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. Park Place Capital Corporation offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically depend on which service is offered. Fee types charged by Park Place Capital Corporation can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2728 19Th Place S Suite 160
Birmingham, AL 35209

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Park Place Capital Corporation Brokerage Details

Total Assets Under Management

$854,401,251

AL Average: $1,620,585,161
Total Number of Employees

11

AL Average: 52
Total Number of Accounts

397

AL Average: 1,560
Average Account Size

$2,152,144

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Matthew Foster Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Park Place Capital Corporation

2011 - Present (13 years)

Renasant Bank - Renasant Asset Management

2012 - 2017 (5 years)

Lpl Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Place Capital Corporation

Jake Heyer
Tupelo, MS
Darin Pritchett
Nashville, TN
Jennifer Rawls
Birmingham, AL
Byron Golden
Birmingham, AL
Matthew Foster
Birmingham, AL
James Adair
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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