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Robert J. Foster

PLAIN TALK FINANCIAL PLANNING
AMESBURY, MA
Some features on this profile are disabled
CRD#: 7992140
RF

Professional summary

Robert J Foster Jr is a registered financial advisor currently at PLAIN TALK FINANCIAL PLANNING, LLC located in Amesbury, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Robert has worked at 1 firm and has passed the Series 65 and SIE 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.
Robert Foster Jr is currently employed as a Technical Support Engineer at Nokia. This activity accounts for approximately 80% of their time during trading hours. This may create a potential conflict of interest in that Robert Foster Jr may dedicate certain hours of trading time to this outside business activity. This conflict is mitigated as Robert Foster Jr's schedule with Nokia is flexible. Clients of PTFP are not involved in, nor are they solicited to participate in this outside business activity. Robert J Foster started this activity November 19, 1984 and provides customer technical support solutions to telecommunications services providers. Nokia's address is 1 Robbins Rd, Westford, MA 01886 and provides telecommunications hardware, software, and services solutions to telecommunications services providers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert J Foster Jr'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®
None

Experience

Current

March 26, 2025 - Present

PLAIN TALK FINANCIAL PLANNING, LLC

RIA
CRD#: 332841
AMESBURY, MA

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
Massachusetts
(3/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/10/2024
Securities Industry Essentials Examination

Current Firm

PT
PLAIN TALK FINANCIAL PLANNING, LLC
PLAIN TALK FINANCIAL PLANNING, LLC

CRD#: 332841 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/26/2025 Approved)
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Contact information

Main Address
Amesbury, MA
Mailing Address
Phone number
+1 (978) 764-9379
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

PLAIN TALK FINANCIAL PLANNING, LLC

CRD#: 332841Amesbury, MA

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