Heather Lynn Foster
Investment adviser representative at Foster Financial Services, LLC
14 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Foster Financial Services, LLCMay 2018 to now
- Harbour Investments, IncMay 2018 to now
- USA Financial SecuritiesSep 2013 to May 2018
- Tradewell & Tax FinancialJan 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Foster Financial Services, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn 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
- 6241236
- Firm CRD
- 343491