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 who works in Athens, Georgia, who has been in the industry for 12 years. Foster is an employee of Cetera Advisors LLC. Their career trajectory has included roles 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. Foster holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Cetera Advisors LLC is a financial advisory business based out of Athens, Georgia. The firm has offices in 692 locations and a total of 1,199 employees. It handles $24 billion in total assets between its 84,769 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 230 charitable organizations. Of its 84,769 client accounts, 24% belong to high-net-worth clients who have at least $1 million in assets. Cetera Advisors LLC offers a number of services, including 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. Fees for financial advice usually depend on the type of services offered. Fee types billed by Cetera Advisors LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

$24,025,594,747

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

1,199

GA Average: 28
Total Number of Accounts

84,769

GA Average: 1,101
Average Account Size

$283,424

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 12 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

Jerald Gunn
Green Valley, AZ
Daniel Texada
Covington, LA
Jason Bell
Asheville, NC
Nathan Thomas
Kent, OH
Daniel Klein
Woodland Hills, CA
Natalie Corona
Lubbock, TX
Chad Bouma
Lynden, WA
Justin Giuliano
Westborough, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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