Larry Foster
Advisor at Wisdom Planning Group
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.
Advisor at Wisdom Planning Group
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
Orlando, FL 32804
Credentials
Series 63, Series 66
Industry experience
15 years
Larry Foster is a financial advisor with Wisdom Planning Group in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Edward Jones, and various Cetera entities. Outside of advising, he is the owner of LEF Investments LLC, a real estate investment company specializing in buying and selling properties. Wisdom Planning Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental, quantitative, and modern portfolio theory in its investment approach and provides access to diverse asset classes including mutual funds, ETFs, hedge funds, and private equity.
Based on Wisdom Planning Group
Based on Wisdom Planning Group
Financial planning fixed fees ranging from $500 to $2,000
$0+: Up to 1.50% (portfolio management) $0+: Up to 0.75% (pension consulting)
3322 Clay Ave
Orlando, FL 32804
Florida
CETERA Financial Specialists LLC
2023 - Present (3 years)
Cetera
2023 - Present (3 years)
Cetera Financial Services
2023 - 2023 (1 year)
Cetera Financial Services
2023 - 2023 (1 year)
Patriot Financial Group
2023 - Present (3 years)
Horter Investment Management
2023 - 2023 (1 year)
Delta Advisory Group, Inc.
2022 - 2023 (1 year)
Delgado Wealth Management, LLC; DBA Wisdom Planning Group
2022 - Present (4 years)
Delta Securities Company, LLC
2021 - 2022 (1 year)
Delta Capital Management, LLC
2021 - 2022 (1 year)
Edward Jones
2020 - 2020 (1 year)
BANK of AMERICA, N.A.
2012 - 2020 (8 years)
Merrill
2012 - 2020 (8 years)
MERRILL LYNCH
2010 - 2020 (10 years)
LEF Investments LLC
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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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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