Carlos
Foster

Nationwide Investment Advisors, LLC

CRD#6157864
Investment Advisor
in Columbus, OH

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About this Advisor

Carlos Foster is a financial advisor working in Columbus, Ohio, with 10 years of relevant experience. Foster is an employee of Nationwide Investment Advisors, LLC. Throughout their career, they have worked at Naitonwide Investment Services Corp, Nationwide Securities and Nationwide Insurance. Foster has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Nationwide Investment Advisors, LLC is a financial advisory business that has its headquarters in Columbus, OH. The firm has offices in nine locations and a total of 401 financial advisors. It has $12 billion in total assets across its 268,786 accounts, making it one of the biggest firms in the nation by assets under management. The business offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are offered. However, fee types billed by Nationwide Investment Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 West Nationwide Blvd Mail Code 5-02-304J
Columbus, OH 43215

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Nationwide Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$12,147,000,000

OH Average: $2,106,341,625
Total Number of Employees

401

OH Average: 34
Total Number of Accounts

268,786

OH Average: 1,972
Average Account Size

$45,192

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Carlos Foster Work History

Carlos has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Naitonwide Investment Services Corp

2013 - 2013 (< 1 year)

Nationwide Securities

2001 - 2013 (12 years)

Nationwide Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carlos 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 Nationwide Investment Advisors, LLC

Andrew Diano
Columbus, OH
David Miller
Columbus, OH
Carla Jimenez
Columbus, OH
Marc Gregoire
Columbus, OH
Paul Surdakowski
Columbus, OH
Melanio Casupanan
Columbus, OH
Peter Klein
Columbus, OH
Mark Knudson
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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