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GF

Gordon R. Foster

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CRD#: 1028265
GF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gordon Richard Foster JR., who also goes by Gordon Richard Foster Jr, Gordon Foster, was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 1982. Gordon had worked at 22 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7, Series 52 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gordon Richard Foster Jr | Gordon Foster

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2016 - November 3, 2021

WESTPARK WEALTH ADVISORS, INC.

RIA
CRD#: 130914
DALLAS, TX
Past

January 4, 2016 - November 9, 2017

IMS SECURITIES, INC.

BD
CRD#: 35567
DALLAS, TX
Past

February 26, 2014 - December 31, 2015

CETERA ADVISORS LLC

RIA
CRD#: 10299
DALLAS, TX
Past

February 26, 2014 - December 31, 2015

CETERA ADVISORS LLC

BD
CRD#: 10299
DALLAS, TX
Past

October 1, 2012 - February 13, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
DALLAS, TX
Past

October 1, 2012 - February 13, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

August 20, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
DALLAS, TX
Past

August 16, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
DALLAS, TX
Past

April 4, 2008 - August 27, 2008

WORTH FINANCIAL GROUP INC.

BD
CRD#: 13478
DALLAS, TX
Past

August 10, 2007 - November 30, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ADDISON, TX
Past

February 22, 2002 - December 31, 2003

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

May 2, 2001 - February 21, 2002

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

January 17, 2001 - May 9, 2001

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

June 4, 1998 - March 8, 2001

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

October 10, 1997 - December 9, 1998

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

January 3, 1995 - October 7, 1997

BANK UNITED SECURITIES CORP.

BD
CRD#: 30288
HOUSTON, TX
Past

November 12, 1992 - December 31, 1994

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
CINCINNATI, OH
Past

January 10, 1992 - November 10, 1992

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

March 22, 1989 - February 6, 1990

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX
Past

October 19, 1987 - April 5, 1988

MCG PORTFOLIO MANAGEMENT CORP.

BD
CRD#: 7070
Past

July 25, 1987 - September 11, 1987

LANDMARK GOVERNMENT SECURITIES, INC.

BD
CRD#: 19979
Past

May 6, 1985 - October 2, 1987

LANDMARK INVESTMENTS, INC.

BD
CRD#: 7041
Past

December 14, 1984 - April 16, 1985

COLLINS SECURITIES CORPORATION

BD
CRD#: 14203
Past

April 4, 1983 - December 17, 1984

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

January 26, 1982 - March 30, 1983

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WESTPARK WEALTH ADVISORS, INC.
IMS FINANCIAL ADVISORS, INC. | WESTPARK WEALTH ADVISORS, INC. | WESTPARK WEALTH ADVISORS | WEST PARK WEALTH ADVISORS

CRD#: 130914 / SEC#: 801-63009

RIA
Registered Investment Advisory firm - (4/28/2004 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/17/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WW
WESTPARK WEALTH ADVISORS, INC.
IMS FINANCIAL ADVISORS, INC. | WESTPARK WEALTH ADVISORS, INC. | WESTPARK WEALTH ADVISORS | WEST PARK WEALTH ADVISORS

CRD#: 130914 / SEC#: 801-63009

RIA
Registered Investment Advisory firm - (4/28/2004 Approved)
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Contact information


Main Address
13111 Westheimer Rd. Suite 475, Houston, TX 77077
Mailing Address
13111 Westheimer Rd. Suite 475, Houston, TX 77077
Phone number
(713) 266-2993
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WESTPARK WEALTH ADVISORS, INC. ADV PART 2A - 2025 FIRM DISCLOSURE BROCHURE (3/29/2025)

Regulatory assets under management


Total Number of Accounts700
AUM (Assets Under Management)$ 229,314,510

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESTPARK WEALTH ADVISORS, INC.

CRD#: 130914

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