Andrew Kyle Foshee
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- LPL Financial LLCOct 2020 to Mar 2024
- Adb CompaniesJul 2020 to Mar 2021
- Pfs Investments Inc.Jan 2020 to Sep 2020
- Provisioned MinistriesFeb 2017 to Sep 2021
- Byers EngineeringApr 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
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
- 7235836
- Firm CRD
- 23131