Stoney Ray Foster
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCMar 2020 to now
- Securities America AdvisorsMay 2018 to Mar 2020
- Securities America, IncMay 2018 to Mar 2020
- Hall & AssociatesJul 2017 to May 2018
- Principal Life Insurance CompanyNov 2016 to May 2018
- Principal Securities IncNov 2016 to May 2018
- The Wellness Center of BoiseMay 2006 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6722114
- Firm CRD
- 6413