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John Charles Foti

JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT·LANCASTER, California
Series 6, Series 7, Series 63, Series 65Clean record26 years registeredJOHN 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
Jan 2019 – present
AUTOSPORT FUND ADVISORS, INC.
Apr 2012 – Dec 2017
LANCASTER, CA
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
Jul 2010 – Dec 2018
LANCASTER, CA
AUTOSPORT FUND ADVISORS, INC.
Jun 2010 – Dec 2011
LANCASTER, CA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Nov 1999 – Jul 2010
LANCASTER, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 10, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
CRD 153286 · SEC 801-71603
AUM
$8M
Regulatory assets under management
Employees
1
18 client accounts
Services offered by JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
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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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