Shawn
Foster
Ameritas Advisory Services, LLC
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About this Advisor
Shawn Foster is a chartered financial consultant working in Dallas, Texas who has 2 years of industry experience. Foster works at Ameritas Advisory Services, LLC. During their career, Foster has held roles at Ameritas Investment Corp, Foster Financial Group, Planned Benefits Inc, Canvas Financial and Ameritas Advisory Services, LLC. Foster maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Ameritas Advisory Services, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It controls $9 billion in total assets between its 35,218 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 38 charitable organizations. Of its 35,218 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a diverse range 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 and educational seminars. Financial advisory fee schedules are based on the type of financial services provided. However, fee types billed by Ameritas Advisory Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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 been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Canvas Financial
Ameritas Investment Corp
Foster Financial Group
Planned Benefits Inc
*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 Shawn 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 Ameritas Advisory Services, LLC
Matawan, NJ
Appleton, WI
Toledo, OH
Dallas, TX
Los Angeles, CA
Greensboro, NC
San Jose, CA
Orange Park, FL
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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