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Shane Foster

Schwab Wealth Advisory, Inc.

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About Shane Foster

Shane Foster is a financial advisor with Schwab Wealth Advisory, Inc. Shane has been in the industry since 2016. Shane is registered to provide investment advice in 53 states, the District of Columbia, and Puerto Rico. Shane holds the Series 6, 7, 10, and 66 securities licenses. Shane also has a Certified Financial Planner designation. In addition to Schwab Wealth Advisory, Inc., Shane has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRUCO SECURITIES, LLC.

Firm Information

Shane Foster is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Shane Foster’s Registration & Firm History

AZ

03/19/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

03/14/2016 - 01/11/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

08/04/2015 - 10/07/2015

PRUCO SECURITIES, LLC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/22/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shane Foster.
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