Tyler Allen Foster

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 06/2017
  Pnc Investments
  Pittsburgh, PA
• 06/2017 → 12/2018
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
• 12/2018 → 01/2024
  Lpl Financial Llc
  Tuscaloosa, AL
• 01/2019 → Present
  Alabama One Credit Union
  Tuscaloosa, AL
• 01/2024 → Present
  Osaic
  Tuscaloosa, AL

Previous Registrations

• 2019-01-28 → 2024-02-09
  Lpl Financial Llc
  Tuscaloosa, AL
  Fort Mill, SC
  Tuscaloosa, AL
• 2017-06-16 → 2019-01-25
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Guin, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Vestavia, AL
  Northport, AL
  Hamilton, AL
• 2014-02-07 → 2017-06-21
  Pnc Wealth Management Llc
  Mountain Brook, AL
  Birmingham, AL
  Talladega, AL
  Springville, AL
  Irondale, AL
  Bessemer, AL
  Alabaster, AL
  Pelham, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Tuscaloosa, AL
  Northport, AL
  Tuscaloosa, AL
  Irondale, AL
  Birmingham, AL
  Mountain Brook, AL
  Talladega, AL
  Birmingham, AL
  Birmingham, AL
  Hueytown, AL
• 2012-01-04 → 2014-02-19
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Pelham, AL
• 2011-02-23 → 2011-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL

Other Businesses

1. ALABAMA ONE WEALTH ADVISORY POSITION: Managing Partner/Director NATURE: Alabama One Wealth Advisory is Insurance Agency selling Fixed Life & Health Products? INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2019 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404, United States DESCRIPTION: Director/Manager 2. SPORTS X CAPITAL POSITION: Managing Partner/Director NATURE: Sports X Capital is an LLC and Insurance Agency selling Fixed Life & Health Products.? INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2024 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404, United States DESCRIPTION: Director/Manager 3. CREATIVE X CAPITAL POSITION: Managing Partner/Director NATURE: Creative X Capital is an LLC and Insurance Agency selling Fixed Life & Health Products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2024 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404, United States DESCRIPTION: Director/Manager 4. SIMPLICITY GROUP POSITION: Agent NATURE: Insurance agency, we use simplicity group to help write fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/25/2025 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404, United States DESCRIPTION: We use Simplicity to write and sell fixed annuities 5. ALABAMA ONE CREDIT UNION POSITION: Director of Wealth Advisory NATURE: Oversee Alabama One Wealth Advisory, administrative duties. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/18/2019 ADDRESS: 1215 Veterans Memorial Parkway, Tuscaloosa AL 35404, United States DESCRIPTION: Oversee daily operations of Alabama One Wealth Advisory 6. CCST INVESTMENT COMPANY POSITION: Owner NATURE: To hold personal investment property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2025 ADDRESS: 5940 Carleton Park Cir, Tuscaloosa AL 35406-3150, United States DESCRIPTION: Hold investment property

Exams

• S66 Uniform Combined State Law Examination
  2011-02-21

Other Names

• Tyler Foster
• Tyler A Foster