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Don Foster

Advisor at Raymond James Financial

Updated today

Location

Tuscola, TX

Credentials

Series 63

Industry experience

43 years

About

Don Foster is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James since 1990 and concurrently works with The Bank & Trust and Westex Investment Services, Inc. Foster also serves as a power of attorney for family members, managing personal financial and administrative matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through brokerage, advisory accounts, and outside manager relationships.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Tuscola, TX

Most active in

New Mexico · Texas

Work history

The Bank & Trust

2019 - Present (7 years)

SF&H Real Estate Investment

2013 - 2017 (4 years)

Westex Investment Services, Inc.

2009 - Present (17 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Services, inc.

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory O

Series 65

Abilene, TX

William Madison Advisors, Inc.

Gregory Oglesby is a financial advisor at William Madison Advisors, Inc. in Abilene, TX, holding a Series 65 designation with five years of industry experience. Prior to joining William Madison Advisors in 2019, he worked at Abilene Christian University from 2014 to 2019. William Madison Advisors provides fee-only investment management, financial planning, and consultation services to individuals, trusts, retirement plans, foundations, and other institutions. The firm emphasizes a long-term asset allocation strategy guided by written Investment Policy Statements and integrates personal financial planning with discretionary portfolio management and regular performance reporting.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Rachel E

CFP®

Abilene, TX

William Madison Advisors, Inc.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Cary B

CFP®, PFS™

Abilene, TX

William Madison Advisors, Inc.

Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Benjamin M

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Benjamin Mcanally is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Abilene, Texas, and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining Sanctuary Advisors in 2021. Outside of his advisory role, he is a member of McAnally Endeavors LLC, a business focused on embroidery and retail clothing owned jointly with his spouse. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and incorporates third-party models and sub-advisors, supported by an integrated affiliate structure and recent consolidation activities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Michael H

Series 63, Series 66

Abilene, TX

Sanctuary Advisors, LLC

Michael Hull is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Hull serves as Secretary on the board of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a network of independent advisors and affiliated broker-dealers.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Bill B

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Bill Burnes is a Series 66 licensed advisor at Sanctuary Advisors, LLC with experience at multiple firms including Sanctuary Securities, Inc. and the University of Mississippi. Outside of financial services, he has been involved in entrepreneurial activities such as 3 Men Moving and Storage LLC and Blue Delta Jean Co. Sanctuary Advisors, LLC is an SEC-registered enterprise investment adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans through a network of over 380 independent investment adviser representatives. The firm offers tailored financial planning and portfolio management solutions, utilizing a range of strategies across asset classes and employs both proprietary and third-party resources.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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