Joe
Foster
Ameritas Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joe Foster is a financial advisor operating out of Dallas, Texas who has 2 years of industry experience. Foster is currently employed by Ameritas Advisory Services, LLC. Their career trajectory has included roles at Foster-Cary Agency, Ameritas Investment Corp, Foster Financial LLC, Prepaid Legal Casualty Insurance, Planned Benefits, Jp Copper Creek LLC, Behind Every Door, Sleeper Sewell Insurance Services, Inc, Eagil Financial Group LLC, Canvas Financial, Ameritas Advisory Services, LLC and Foster Financial Group. Foster maintains a Series 63 license, designating them as a securities representative, and is able to operate in Texas. Ameritas Advisory Services, LLC is a firm that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It has $9 billion in assets under management among its 35,218 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 38 charities and foundations. Of its 35,218 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. The business provides a broad assortment of services, including 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Ameritas Advisory Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Joe Foster Work History
Joe has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Canvas Financial
Sleeper Sewell Insurance Services, Inc
Prepaid Legal Casualty Insurance
Ameritas Investment Corp
Foster Financial Group
Eagil Financial Group LLC
Behind Every Door
Jp Copper Creek LLC
Foster-Cary Agency
Foster Financial LLC
Planned Benefits
*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 Joe 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
San Ramon, CA
Centreville, VA
Los Angeles, CA
Sudbury, MA
San Francisco, CA
Greensboro, NC
Appleton, WI
Dallas, TX
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.
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. 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.
