William Mark Motley
Investment adviser representative at Foster & Motley Inc
29 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Foster & Motley, Inc.Jan 1997 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (OH).
Foster & Motley Inc
Legal name: Foster & Motley, Inc.
$2.9BAssets managed
926Clients
29Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1942813
- Firm CRD
- 106905