Cary
Foster

Cetera Advisors LLC

CRD#6482953
Investment Advisor
in Athens, GA

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About this Advisor

Cary Foster is a financial advisor whose office is in Athens, Georgia. Currently an advisor at Cetera Advisors LLC, Foster has 10 years of practice in the financial advisory industry. Foster has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Foster can work with clients in Georgia and Texas. Foster has gained experience at Transamerica Financial Advisors, Inc, Peterson Spring, Craylor Industries, LLC, Student, Mitchell Investment Group, Fixed Insurance, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Cetera Advisors. Cetera Advisors LLC is headquartered in Athens, Georgia, and has 692 additional brick-and-mortar locations across the nation. As an advisory firm, Cetera Advisors LLC oversees $15 billion in assets across 58,946 accounts and retains more than 1,164 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 48,379 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 25% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cetera Advisors LLC provides 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 66

Years of Experience

10 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

297 Prince Avenue Bottleworks, Ste 15
Athens, GA 30601

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

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

1,164

GA Average: 28
Total Number of Accounts

58,946

GA Average: 1,101
Average Account Size

$255,680

GA 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

Cary Foster Work History

Cary has 10 years of experience.

2019 - Present (3 years)

Cetera Advisors

2010 - Present (12 years)

Peterson Spring

2016 - 2019 (3 years)

Cambridge Investment Research, Inc

2016 - 2019 (3 years)

Cambridge Investment Research Advisors, Inc

2015 - 2016 (1 year)

Transamerica Financial Advisors, Inc

2015 - 2019 (4 years)

Mitchell Investment Group

2015 - 2019 (4 years)

Fixed Insurance

2014 - 2019 (5 years)

Student

2012 - 2013 (1 year)

Craylor Industries, LLC

Disclosures

Cary Foster has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Cory Allen
Dayton, OH
Cary Foster
Athens, GA
Christopher Reed
Ocala, FL
Andrew St. Pierre
Beverly, MA
Corey Ross
Spokane, WA
Hristo Stefanov
El Segundo, CA
Matthew Jadwisiak
Dayton, OH

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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