Unclaimed Profile

David Tarr Foster

FOSTER & WOOD, INC.·LAKE OSWEGO, Oregon

Series 7, Series 63, Series 65Clean record22 years registeredFOSTER & WOOD, INC.

5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 4584178Firm CRD# 165362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Tarr Foster · LAKE OSWEGO, OR

Registration

CRD #4584178 · FOSTER & WOOD, INC. · 22 years registered

Brand Profile

Not yet started

Career History

FOSTER & WOOD, INC.

Sep 2012 – present

LINSCO/PRIVATE LEDGER CORP.

May 2004 – Jun 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOSTER & WOOD, INC.

CRD 165362 · SEC 801-120625

AUM

$164M

Regulatory assets under management

Employees

211 client accounts

Services offered by FOSTER & WOOD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOSTER & WOOD, INC. →

Introduction

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Frequently Asked Questions

What services does David Tarr Foster offer?

David Tarr Foster specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are David Tarr Foster's credentials?

David Tarr Foster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Tarr Foster located?

David Tarr Foster is based in LAKE OSWEGO, Oregon, working with FOSTER & WOOD, INC.. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does David Tarr Foster charge for services?

David Tarr Foster's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOSTER & WOOD, INC.?

FOSTER & WOOD, INC. has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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