Bryan Foster
Professional Summary
Bryan Foster is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Dublin, Ohio. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Years of Experience
8 years in the financial services industry
Current & Past Employments
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Current Firm
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
Contact Information
Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189Phone Number
(630) 653-1400# of Employees
405SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
81,900AUM (Assets Under Management)
$12,750,129,748Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
State Registrations and Notice Filings
(5/10/2018)
(4/25/2022)
(11/27/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Foster's CRS (Customer Relationship Summary).
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
