Shawn
Foster

Ameritas Investment Corp

CRD#1975391
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

31 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, Performance-based Fees, Others

Disclosures

Yes

Office Location

17300 Preston Rd Ste 260
Dallas, TX 75252

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Ameritas Investment Corp Brokerage Details

Total Assets Under Management

$5,215,354,962

TX Average: $1,978,216,465
Total Number of Employees

626

TX Average: 226
Total Number of Accounts

22,293

TX Average: 7,467
Average Account Size

$233,946

TX Average: $264,928

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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.

2018 - Present (1 years)

Canvas Financial

2009 - Present (10 years)

Ameritas Investment Corp

2009 - Present (10 years)

Foster Financial Group

2009 - 2009 (0 years)

Hexter Fair Ins Agency

2004 - 2009 (5 years)

Nationwide Insurance

2004 - 2009 (5 years)

Nationwide Securities, Inc

1987 - Present (32 years)

Planned Benefits Inc

1987 - Present (32 years)

Anbtx Insurance Services, Inc

Disclosures

Shawn Foster has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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