Cetera Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dan Foster is a certified financial planner in San Diego, California. Currently a registered investment advisor at Cetera Advisors LLC, Foster has a notable 34 years of professional experience in the financial advisory industry. Foster holds a Series 63 license, qualifying the advisor as a securities representative. Foster can act as an advisor based out of California. Foster has gained experience at Cetera Advisors LLC, Transamerica Financial Advisors, Inc and Aim Financial Consulting Group Inc. Cetera Advisors LLC is located in San Diego, California, and operates out of 816 locations in the United States. As a company, Cetera Advisors LLC manages $14 billion in assets throughout 61,274 client accounts and retains more than 1,163 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 50,403 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Cetera Advisors LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cetera Advisors LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dan Foster Work History
Dan has 34 years of experience.
Cetera Advisors LLC
Transamerica Financial Advisors, Inc
Aim Financial Consulting Group Inc
Dan Foster has disclosures.
Please visit their SEC profile for more details.