Stephen FosterInvestment Advisor Representative
Phone: 281-357-8788 Stephen Foster is an Investment Advisor Representative holding the securities registrations Series 7, 63, and 65, as well as a Life & Health license. He brings much expertise in the areas of financial planning and qualified retirement plans. Stephen's greatest area of impact is with clients who are retired or about to retire.
Stephen graduated from Texas A&M University (class of '93) with a degree in Agribusiness. He served 13 years in the Texas Army National Guard as a Field Artillery Officer. Stephen has facilitated several personal finance classes through Dave Ramsey's Financial Peace University. He is active in his church located in Montgomery, TX. He also serves on the board of South East Texas Tres Dias.
*Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/2011/wealth_managers_research_overview.php
**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
 About Us
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*Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC, and a Registered Investment Advisor.
Insurance services offered are independent of Royal Alliance Associates, Inc.
Petra Benefits Financial Services, LP is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the states of Oklahoma, Texas, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. |
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