Dan
Foster

Cetera Advisors LLC

CRD#1292507
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

34 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5030 Camino De La Siesta
San Diego, CA 92108

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

CA Average: $2,349,664,866
Total Number of Employees

1,066

CA Average: 28
Total Number of Accounts

58,523

CA Average: 1,101
Average Account Size

$209,256

CA Average: $2,134,119

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dan Foster Work History

Dan has 34 years of experience.

2014 - Present (5 years)

Cetera Advisors LLC

1991 - 2014 (23 years)

Transamerica Financial Advisors, Inc

1984 - Present (35 years)

Aim Financial Consulting Group Inc

Disclosures

Dan Foster has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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