Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
16yrs
Ian Foo is a fiduciary financial advisor in Palo Alto, California, with 16 years in the industry. After a year at Mariner Advisor Network and seven years at Cetera Investment Advisers, Ian joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors in Palo Alto
Office1860 Embarcadero Road, Palo Alto, CA 94303
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- Nov 2025 – Aug 2026Mariner Advisor NetworkPreviously
- 2019 – 2025Cetera Investment Advisers LLCPreviously
- 2017 – 2019Cetera Advisors LLCPreviously
- Oct 2016 – Mar 2017Scottrade Investment ManagementPreviously
- 2011 – 2014Citigroup Global Markets Inc.Previously
- Sep 2010 – May 2011Morgan StanleyPreviously
Contact Ian
Local office(650) 320-8200Ask for Ian. (704) 733-3300Main office · Fort Mill, SC 1860 Embarcadero RoadPalo Alto, CA 94303Office · Get directions Facebook pageLPL Financial
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Questions to ask Ian
Tailored to Ian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ian
How do I contact Ian?
Call Ian’s local office at (650) 320-8200 or the LPL Financial main office at (704) 733-3300, and ask for Ian Foo.
How long has Ian been a financial advisor?
Ian has been in the industry since 2010, about 16 years. More experience than 53% of advisors in Palo Alto.
What licenses does Ian hold?
Series 66. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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