Advisor at John C. Foti, DBA Experient Portfolio Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tillamook, OR
Credentials
Series 63, Series 65
Industry experience
26 years
John Foti is the sole advisor at John C. Foti, DBA Experient Portfolio Management, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Grand Prix Investors Trust and Autosport Fund Advisors. He also serves as a trustee for an Ohio business trust authorized to create a mutual fund. His firm provides custom portfolio management for individual and small-business brokerage and retirement accounts, using proprietary growth and value model portfolios and a combination of stocks, bonds, ETFs, and options. The firm manages approximately $6.1 million across five client accounts and emphasizes tailored asset and sector allocation without attempting to time the market.
1.75% annually (negotiable)
Tillamook, OR
Oregon · Texas
Experient Portfolio Management dba for Activities W/National Planning
2009 - Present (17 years)
Grand Prix Investors Trust
2008 - 2018 (10 years)
Autosport Fund Advisors
2008 - 2018 (10 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Beaver, OR
Stewardship Investment Services LLC
Case Roos is the sole advisor at Stewardship Investment Services LLC, holding a Series 65 designation with one year of industry experience. He has managed Roos Management LLC since 2016. Outside of advisory work, he is involved in real estate development. Stewardship Investment Services is a state-registered, single-advisor firm offering personalized financial planning, portfolio management, and educational seminars to individuals, trusts, charitable organizations, and business entities. The firm designs investment programs based on client-specific risk tolerance and objectives, employing buy-and-hold or periodic rebalancing strategies with a focus on equities, fixed income, and ETFs.
Series 66
Tillamook, OR
LPL Financial
Scott Thompson is a financial advisor with LPL Financial based in Longview, WA, holding a Series 66 designation and 26 years of industry experience. He has worked with firms including Fibre Federal Credit Union, CUNA Brokerage Services, Inc., and CUNA Mutual Group. Thompson is also involved with Fibre Financial Group, an investment-related business affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 66
Tillamook, OR
Edward Jones
Series 63, Series 66
Tillamook, OR
Edward Jones
Series 63, Series 66
Tillamook, OR
Edward Jones
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