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Larry Eugene Foster

Investment adviser representative at Wisdom Planning Group
21 yearsYears since first job or exam
1 stateRegistered in
$112.9M
1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(407) 462-5486wisdompg.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

21 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Wisdom Planning GroupJun 2023 to now
  2. Cetera Financial Specialists LLCMay 2023 to now
  3. Cetera Investment Advisers LLCMay 2023 to now
  4. Patriot Financial GroupApr 2023 to now
  5. Delgado Wealth Management, Llc; dba Wisdom Planning GroupFeb 2022 to now
  6. Lef Investments LLCJan 2005 to now
  7. Cetera Financial ServicesMay 2023 to Jun 2023
  8. Horter Investment ManagementJan 2023 to May 2023
  9. Delta Advisory Group, Inc.Aug 2022 to Jan 2023
  10. Delta Securities Company, LLCAug 2021 to Mar 2022
  11. Delta Capital Management, LLCJan 2021 to Dec 2022
  12. Edward JonesJan 2020 to Dec 2020
  13. Bank of America, N.A.Aug 2012 to Jan 2020
  14. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2012 to Jan 2020
  15. Merrill LynchDec 2010 to Nov 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (FL).

Wisdom Planning Group

Legal name: Delgado Wealth Management, LLC

$112.9M
115Clients
4Advisers
1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

1740818
305721
Advisor's SEC record
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