Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Foster is a financial professional with over 24 years of experience in the financial industry. Lisa has been associated with Avantax Advisory Services since November 2003 and also has prior experience with Avantax Investment Services, Inc. and Avantax Insurance Agency, LLC. Lisa holds Series 6, 7, and 63 securities licenses and the SIE exam. Lisa is registered with the state of Ohio as an Investment Advisor Representative. Lisa also owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Lisa's firm, Avantax Advisory Services is a registered investment advisor (RIA) with a long history of providing financial planning and investment management services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
10/24/2000 - Present
Avantax Advisory Services (Hamilton OH)
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Foster is the right advisor for you? Invested Better is here to help.
