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Tomball Financial Advisors
Petra Benefits Financial Services, LP
14015 Park Dr., Suite 107
Tomball, TX 77377
(281) 547-0371
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“Building on a Firm Foundation”
Advisor Profile
Name:  Stephen Foster
Phone Number:  (281) 547-0371
Website:  Visit Website
Disclosure Link:
www.petrabenefits.com
ADV Form II Link:
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Disclaimer
Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC, and a Registered Investment Advisor. Petra Benefits Financial Services, LP is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor. Securities services offered in Texas.

Business Description

I listen to you. You have a unique situation and I will make sure I take care of you. I'm an independent advisor so you are my first concern.
I am dedicated to being as helpful as I can to create and execute a custom financial plan just for you and your goals.
 

General Information

Gender:    Male
CRD#:    4851836
Firm CRD#:    23131
Insurance License#:    1292413
Name of Broker/Dealer:    Royal Alliance Associates, Inc.
States Licensed in:    TX
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
BS, Agribusiness - Texas A&M University ('93)
 

Services

Investment Types:    Stocks, Annuities, Insurance, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 7, Series 63
Insurance and Annuity Licenses:    Variable Annuity, Variable Life, Long Term Care, Disability, HMO, Health, Annuity, Life
Non-Financial Organization Memberships:    South East Texas Tres Dias (SETTD)
Texas A&M Association of Former Students
Texas Aggie Band Association (TABA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:    1%
 
 
 
Prepared By: Stephen Foster