Taylor Joseph Foster
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Nov 2025 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Cetera Investment Advisers LLCAug 2023 to Sep 2025
- Cetera Wealth Services, LLCAug 2023 to Sep 2025
- Prowealth FinancialAug 2023 to Sep 2025
- Park Avenue SecuritiesApr 2018 to Jul 2023
- Guardian Life Insurance CompanyFeb 2012 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 6028427
- Firm CRD
- 134139