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John Charles Foti

JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT·LANCASTER, California
Clean recordJOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
566 WEST LANCASTER BLVD., LANCASTER, CA 93534CRD# 1420133Firm CRD# 153286

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Foti · LANCASTER, CA
Registration
CRD #1420133 · JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Charles Foti is a registered financial advisor based in LANCASTER, California, affiliated with JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
AUM
$8M
Regulatory assets under management
Employees
1
Total firm employees
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Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1420133
Firm CRD# 153286
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Charles Foti offer?
John Charles Foti specializes in Investment Management, Fee-Only Advisory. Contact their office in LANCASTER, California for a consultation.
What are John Charles Foti's credentials?
John Charles Foti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Foti located?
John Charles Foti is based in LANCASTER, California, working with JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does John Charles Foti charge for services?
John Charles Foti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT?
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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