Larry
Foster
Wisdom Planning Group
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About this Advisor
Larry Foster is a financial advisor based in Lakeland, Florida, working with Wisdom Planning Group. Larry has previously held positions at Merrill Lynch, Lef Investments LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Edward Jones, Delta Capital Management, LLC, Delta Securities Company, LLC, Delta Advisory Group, Inc, Horter Investment Management, Cetera Financial Specialists LLC, Patriot Financial Group, Cetera Investment Advisers LLC, Delgado Wealth Management, LLC; Dba Wisdom Planning Group, and Cetera Financial Services. Larry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Larry is part of Wisdom Planning Group, which is located in Lakeland, Florida. The firm has 3 employees and manages assets totaling $105.3 million. Wisdom Planning Group serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wisdom Planning Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Wisdom Planning Group Brokerage Details
$105,266,033
3
266
$395,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Larry Foster Work History
Cetera Financial Specialists LLC
Patriot Financial Group
Cetera Investment Advisers LLC
Delgado Wealth Management, LLC; Dba Wisdom Planning Group
Lef Investments LLC
Horter Investment Management
Cetera Financial Services
Cetera Financial Services
Delta Advisory Group, Inc
Delta Capital Management, LLC
Delta Securities Company, LLC
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch
Disclosures
Please visit the SEC profile of Larry 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 Wisdom Planning Group
Orlando, FL
Lakeland, FL
Orlando, FL
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