Larry E. Foster

WISDOM PLANNING GROUP

Lakeland, FL 33803

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CRD#: 1740818

Professional summary

Larry Eugene Foster, who also goes by Butch Foster, Larry E Foster, Larry Eugene Foster Jr, Larry Foster, Lawrence Foster, is a registered financial advisor currently at WISDOM PLANNING GROUP located in Lakeland, Florida.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Larry has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Butch Foster | Larry E Foster | Larry Eugene Foster Jr | Larry Foster | Lawrence 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.

1) LEF INVESTMENTS LLC; LAKELAND, FL; NON-INVESTMENT RELATED; REAL ESTATE OWNERSHIP/FLIPPING; OWNER: SINCE 01/2004; 40HRS/MO.A real estate investment company. Buying, Selling, Renting. Active since 2004. 2) Licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Eugene Foster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 22, 2023 - Present

WISDOM PLANNING GROUP

Office #1: 1102 S Florida Ave., Lakeland, FL 33803

RIA

CRD#: 305721

Lakeland, FL

Past

June 8, 2023 - June 22, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Lakeland, FL

Past

May 30, 2023 - June 22, 2023

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

LAKELAND, FL

Past

February 21, 2023 - April 14, 2023

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Lakeland, FL

Past

February 15, 2023 - May 1, 2023

CHELSEA FINANCIAL SERVICES

CRD#: 47770

STATEN ISLAND, NY

Past

September 6, 2022 - January 25, 2023

DELTA ADVISORY GROUP, INC.

RIA

CRD#: 105966

Lakeland, FL

Past

August 12, 2021 - March 18, 2022

DELTA SECURITIES COMPANY, LLC

CRD#: 130577

MAITLAND, FL

Past

December 18, 2020 - January 25, 2023

DELTA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 128350

Lakeland, FL

Past

February 3, 2020 - November 19, 2020

EDWARD JONES

RIA

CRD#: 250

LAKELAND, FL

Past

January 31, 2020 - November 19, 2020

EDWARD JONES

CRD#: 250

LAKELAND, FL

Past

August 14, 2012 - January 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAKELAND, FL

Past

June 28, 2012 - January 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAKELAND, FL

Past

February 23, 2012 - May 14, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAKELAND, FL

Past

January 9, 1989 - July 1, 1989

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

Past

December 12, 1988 - January 7, 1989

POWER SECURITIES CORPORATION

CRD#: 15527

Past

February 24, 1988 - December 3, 1988

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

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".

WISDOM PLANNING GROUP

DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP

CRD#: 305721 / SEC#: 801-132758

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2025 Terminated)

Virginia

Registered Investment Advisory firm - (7/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/18/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2012

General Securities Representative Examination

Current Firm

WISDOM PLANNING GROUP

DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP

CRD#: 305721 / SEC#: 801-132758

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2025 Terminated)

Virginia

Registered Investment Advisory firm - (7/8/2025 Terminated)

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Contact information

Main Address

3322 Clay Ave, Orlando, FL 32804

Mailing Address

Phone number

(407) 462-5486

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP (7/1/2025)

Regulatory assets under management

Total Number of Accounts	266
AUM (Assets Under Management)	$ 105,266,033

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.

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Advisor Monitoring

Firm Stability Insights

Larry E. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Eugene Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

HORTER INVESTMENT MANAGEMENT, LLC

CHELSEA FINANCIAL SERVICES

DELTA ADVISORY GROUP, INC.

DELTA SECURITIES COMPANY, LLC

DELTA CAPITAL MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE STUART-JAMES COMPANY, INCORPORATED

POWER SECURITIES CORPORATION

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

WISDOM PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2012

Series 63

Date: 5/18/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2012

Current Firm

WISDOM PLANNING GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISDOM PLANNING GROUP

TRUST BUT VERIFY

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