AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LF

Logan E. Foster

FOSTER INVESTMENT SERVICES
Lexington, KY 40509
Some features on this profile are disabled
CRD#: 2124097
LF

Professional summary

Logan Edward Foster, AIF® is a registered financial advisor currently at FOSTER INVESTMENT SERVICES located in Lexington, Kentucky.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Logan has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
OWNER/MANAGER OF FARMING BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Edward Foster's 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®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 9, 2017 - Present

FOSTER INVESTMENT SERVICES

Office #1: 151 Prosperous Place, Ste 1-b, Lexington, KY 40509
RIA
CRD#: 286471
Lexington, KY
Past

June 25, 2010 - December 13, 2013

DUPREE FINANCIAL GROUP, LLC

RIA
CRD#: 131091
LEXINGTON, KY
Past

January 5, 2010 - June 8, 2010

FOSTER INVESTMENT SERVICES LLC

RIA
CRD#: 151931
WINCHESTER, KY
Past

September 3, 2009 - December 15, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LEXINGTON, KY
Past

March 31, 1994 - July 1, 2005

DUPREE & COMPANY, INC.

BD
CRD#: 1697
LEXINGTON, KY
Past

April 24, 1991 - February 20, 1993

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY

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
Kentucky
(2/9/2017)
IAR
Texas
(11/27/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/23/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2009
General Securities Representative Examination

Current Firm

FI
FOSTER INVESTMENT SERVICES
FOSTER INVESTMENT SERVICES | FOSTER INVESTMENT SERVICES LLC | FOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY

CRD#: 286471 / SEC#:

Kentucky
Registered Investment Advisory firm - (2/9/2017 Approved)
Texas
Registered Investment Advisory firm - (11/27/2020 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
151 Prosperous Place, Ste 1-b, Lexington, KY 40509
Mailing Address
Phone number
(859) 554-6896
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts356
AUM (Assets Under Management)$ 84,125,174

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

FOSTER INVESTMENT SERVICES

CRD#: 286471Lexington, KY 40509

TRUST BUT VERIFY

Monitor Logan Foster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

GF
Ginger FordAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES, INC.
RR
Lexington, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics