Matthew
Foster

Mml Investors Services, LLC

CRD#7214267
Investment Advisor
in Lincolnton, NC

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About this Advisor

Matthew Foster is a financial advisor working in Lincolnton, North Carolina, with a total of 10 years in the industry. Foster is on the advisory team at Mml Investors Services, LLC. During their career, Foster has held roles at Appalachian State University, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Advantage Waypoint, Cabarrus County Schools and Alexander County Schools. Foster maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Mml Investors Services, LLC is a registered investment company headquartered in Lincolnton, North Carolina. The firm has offices in 1,155 locations and a total of 7,620 financial advisors. It manages $63 billion in assets between its 287,089 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 384 charities and foundations. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees depend on which services are offered. However, fee types charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

218 W. Main St.
Lincolnton, NC 28092

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

NC Average: $16,012,751,954
Total Number of Employees

7,620

NC Average: 118
Total Number of Accounts

287,089

NC Average: 4,567
Average Account Size

$219,257

NC Average: $3,506,186

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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
  • Other

Matthew Foster Work History

Matthew has 10 years of experience.

2020 - Present (2 years)

Mml Investors Services, LLC

2019 - Present (3 years)

Mass Mutual Life Insurance Co

2018 - 2020 (2 years)

Advantage Waypoint

2016 - 2018 (2 years)

Cabarrus County Schools

2016 - 2016 (< 1 year)

Alexander County Schools

2012 - 2016 (4 years)

Appalachian State University

Disclosures

Matthew Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Mihai Stan
North Canton, OH
Jesse Israel
Los Angeles, CA
Vicky Deshazier
Downers Grove, IL
Coleman Barron
Memphis, TN
Carlos Forde Jr
Peachtree Corners, GA
Jeremy Straub
Saint Augustine, FL
Nicholas Muraca
Ann Arbor, MI
Neville Fearing
Charlotte, NC

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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