Julian Foster
Investment adviser representative at Truist Advisory Services, Inc.
8 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Truist Advisory Services, Inc.Nov 2023 to now
- Truist Investment Services, Inc.Jul 2023 to now
- University of FloridaJan 2023 to Jul 2023
- Heavener School of BusinessAug 2022 to Jan 2023
- Truist Investment Services, Inc.Jun 2022 to Aug 2022
- University of FloridaJul 2019 to Jun 2022
- Bohemian GroveJun 2019 to Jul 2019
- CoviaMar 2017 to Mar 2018
- Maria Carrillo High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7577757
- Firm CRD
- 283390