Mark
Foster

The Ameriflex Group

CRD#2343298
Investment Advisor
in Alamo, CA

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About this Advisor

Mark Foster is a financial advisor based in Alamo, California, working with The Ameriflex Group. Mark has previously held positions at Principal Life Insurance, Princor Financial Services Corporation, Mbfs Inc, The Ameriflex Group, Osaic, and Principal Securities Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mark is part of The Ameriflex Group, which operates out of Alamo, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Alamo, CA

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

CA Average: $664,206,839
Total Number of Employees

149

CA Average: 10
Total Number of Accounts

16,327

CA Average: 1,698
Average Account Size

$399,485

CA Average: $391,170

Investment Advisory Services

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

Mark Foster Work History

2024 - Present (1 year)

The Ameriflex Group

2024 - Present (1 year)

Osaic

2016 - 2024 (8 years)

Principal Securities Inc

2001 - 2017 (16 years)

Mbfs Inc

1994 - 2024 (30 years)

Principal Life Insurance

1994 - 2016 (22 years)

Princor Financial Services Corporation

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Disclosures

Please visit the SEC profile of Mark 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 The Ameriflex Group

Christina King
St Petersburg, FL
Shellissa Cassoday
Bandon, OR
Jesse Shepherd
Fort Wayne, IN
Quy Nguyen
Auburn, WA
Andre Ramirez
Torrance, CA
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Preston Tharp
Lubbock, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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