Keary Lee Foster

Current Employers

Employment History

• 12/2012 → 09/2025
  Avantax Insurance Agency, Llc
  Montgomery, AL
• 12/2012 → 09/2025
  Avantax Investment Services, Inc.
  Montgomery, AL
• 01/2005 → Present
  Wealth Management Partners
  Montgomery, AL
• 01/2013 → 09/2025
  Avantax Advisory Services
  Montgomery, AL
• 08/2019 → Present
  Wmp Properties, Llc
  Montgomery, AL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Montgomery, AL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-01-31 → 2025-09-05
  Avantax Advisory Services
  Montgomery, AL
  Montgomery, AL
• 2007-05-31 → 2013-02-07
  New England Securities
  Memphis, TN
  Montgomery, AL
  Birmingham, AL
  Montgomery, AL
  Memphis, TN
  Montgomery, AL
• 2005-01-11 → 2005-11-11
  1St Global Advisors Inc
  Montgomery, AL
• 2004-10-28 → 2004-12-31
  1St Global Advisors Inc
  Montgomery, AL
• 2003-06-06 → 2004-11-08
  New England Securities
  Montgomery, AL

Other Businesses

1) Wealth Management Partners, LLC; 575 S. Lawrence Street, Montgomery, AL 36104; Tax Preparation/Accounting, Owner/Sole Proprietor; 1/1/2005; 160hrs; 120hrs; tax and accounting services 2) Alabama Society of CPAs; 1041 Longfield Court, MONTGOMERY, AL 36117; Other; 11/1/2019; 2hrs; 2hrs; Assist with overall guidance and direction of the organization. 4) WMP Properties, LLC; 567 S. LAWRENCE STREET; MONTGOMERY, AL 36104; Rental Property, Owner; 8/1/2019; 4hrs; 0hrs; Passive activity, collecting rent payments and dispatching services for any maintenance issues. 5) WILSON YMCA POSITION: Branch Advisory Board Member NATURE: Serve as a board member to the Wilson Branch of the YMCA of Greater Montgomery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2022 ADDRESS: 1445 Wilson Park Drive, Montgomery AL 36116, United States DESCRIPTION: Provides input and direction as to the operations of the Wilson YMCA. Attend 8 meetings per year. Participate and contribute at annual fundraising campaign. Support the staff and provide input for improving the service to the Y and its members. 6) 360 Assurance & Technologies, LLC; Owner; Technology Consulting; NIR; 1; 06/01/2019; 575 S. Lawrence Street MONTGOMERY AL 36104; Serve as advisory and consultant for new business opportunities. 7) Trustmark Bank; Advisory Member; Board Position/Officer; NIR; 1; 12/01/2019; 401 Adams Ave, Suite 780 | MONTGOMERY AL 36104; Talking with local representatives for the bank or branches relating activities in the city of Montgomery and assist with making introductions to members of the city. 8) Mission House, LLC; Owner; Rental Property; IR; 0; 08/01/2019; 461 S. Court Street MONTGOMERY AL 36104; Management of property -- paying bills and dispatching service providers maintenance of property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-28
• S63 Uniform Securities Agent State Law Examination
  2002-04-24

Other Names

• Keary L. Foster