Derek Russell Foster

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2018 → 05/2018
  Raymond James Financial Services, Inc.
  Orlando, FL
• 05/2017 → 08/2017
  Northwestern Mutual
  Gainesville, FL
• 05/2015 → 12/2017
  University Of Florida
  Gainesville, FL
• 05/2018 → Present
  Raymond James Financial Services, Inc.
  Orlando, FL
• 10/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Orlando, FL

Other Businesses

(1)Name of Business: BCW Financial Consultants LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 06/03/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paraplanner/Advisor (2)Name of Business: Edgewater Family Wealth Address: 2025 W Old US Hwy 441, Mount Dora , FL, 32757, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20