Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Foster is a financial advisor at LPL Financial LLC. David has been in the industry since 1987. David has a wide range of experience, having worked with several firms in the past, including CUNA Brokerage Services, Inc., MML Distributors, LLC, National Planning Corporation, Essex National Securities, Inc., MONY Securities Corp., Invest Financial Corporation, and Boettcher & Company, Inc. David is registered to provide advisory services in 23 states, including Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Louisiana, Massachusetts, Michigan, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Virginia, Washington, and Wisconsin. David specializes in providing a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/16/2019 - Present
LPL Financial LLC (LOS ALAMITOS CA)
IA
05/04/2007 - 01/15/2019
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
01/18/2002 - 07/05/2005
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CA
04/20/1998 - 03/02/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
09/25/1991 - 03/17/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/13/1990 - 09/26/1991
MONY SECURITIES CORP. (NEW YORK NY)
WI
07/10/1987 - 07/13/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/26/1984 - 07/01/1987
BOETTCHER & COMPANY, INC.
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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