John William Foster
Investment adviser representative at Citizens Securities, Inc.
29 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
Are you John William Foster? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Citizens Securities, Inc.Jul 1997 to now
- Citizens Bank MassMar 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 10 states (CT, FL, GA, IL, ME, NC, NH, OR, RI, VA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 2917550
- Firm CRD
- 39550