Rikki Foster, financial advisor Rocklin CA
69 score

Rikki Foster

CRD Number: 6075051
Current Firm: Questar Asset Management, Inc.

Rikki Foster (CRD# 6075051) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Rocklin, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Questar Asset Management Minneapolis, MN Nov 2015 - Current 1
Questar Capital Minneapolis, MN Nov 2015 - Current 1
Waddell & Reed, Inc. Sacramento, CA Oct 2012 - Nov 2015 3
Various Insurance Carriers For W&r Insurance Agencies Lincoln, CA Feb 2014 - Oct 2015 1
Unemployed Davis, CA Mar 2012 - Oct 2012 < 1
Cabana Pool Lincoln, CA Jun 2010 - May 2012 1
Rikki Foster Elite Training Davis, CA Dec 2011 - Mar 2012 < 1
Student Lincoln, CA Aug 2001 - Mar 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Rikki J. Foster
Phone Number: 888-446-5872
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
69

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