EF
Edward T. Foster
CETERA INVESTMENT ADVISERS LLC
LAKE OSWEGO, OR 97035
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CRD#: 4609639
EF
Professional summary
Edward Thomas Eyer Foster is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lake Oswego, Oregon and CETERA ADVISORS LLC located in Lake Oswego, Oregon.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Edward has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. NAME OF OTHER BUSINESS: FOSTER & ASSOCIATES, INC.;
INVESTMENT RELATED: YES;
ADDRESS: 16780-A BRYANT RR, LAKE OSWEGO, OR 97035
NATURE OF BUSINESS: LIFE INSURANCE SALES;
START DATE: 08/2002;
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT;
APX NUMBER OF HOURS PER WEEK: 8;
APX NUMBER OF HOURS DURING TRADING HOURS: 8;
BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE SALES;
2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES;
INVESTMENT RELATED: YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: FIXED INSURANCE;
START DATE: 2011;
APX NUMBER OF HOURS PER WEEK: 6;
APX NUMBER OF HOURS DURING TRADING HOURS: 6;
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT;
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE;
CRS (Client Relationship Summary) - RIA
Click below to view Edward Thomas Eyer 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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 16780-a Bryant Rd, Lake Oswego, OR 97035RIA
CRD#: 105644
LAKE OSWEGO, OR
Current
October 24, 2011 - Present
CETERA ADVISORS LLC
Office #1: 16780-a Bryant Rd, Lake Oswego, OR 97035BD
CRD#: 10299
Lake Oswego, OR
Past
October 24, 2011 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
LAKE OSWEGO, OR
Past
January 23, 2009 - October 25, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LAVISTA, NE
Past
January 23, 2009 - October 24, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAKE OSWEGO, OR
Past
February 5, 2003 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
RIA
CRD#: 40395
LAKE OSWEGO, OR
Past
December 18, 2002 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
LAKE OSWEGO, OR
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/13/2018)
RR
Georgia(11/10/2020)
RR
Oregon(10/24/2011)
IAR
Oregon(3/21/2024)
RR
Washington(10/26/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
