Ameritas Investment Corp
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About this Advisor
Shawn Foster is an advisor located in Dallas, Texas. Currently an advisor with Ameritas Investment Corp, they have accumulated an impressive 31 years of professional experience. Foster maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Foster is able to work with customers in Texas. Over the course of their career, they have held roles at Nationwide Insurance, Nationwide Securities, Inc, Ameritas Investment Corp, Foster Financial Group, Hexter Fair Ins Agency, Planned Benefits Inc, Canvas Financial and Anbtx Insurance Services, Inc. Ameritas Investment Corp is located in Dallas, Texas, and operates out of 305 other offices in the nation. In total, Ameritas Investment Corp oversees $4 billion in assets dispersed across 8,249 client accounts and retains more than 675 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 1,045 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ameritas Investment Corp can offer 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, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Ameritas Investment Corp Brokerage Details
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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
Shawn Foster Work History
Shawn has 31 years of experience.
Ameritas Investment Corp
Foster Financial Group
Planned Benefits Inc
Anbtx Insurance Services, Inc
Hexter Fair Ins Agency
Nationwide Securities, Inc
Shawn Foster has disclosures.
Please visit their SEC profile for more details.