Rikki Foster (CRD# 6075051) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 10 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Asset Management | Livonia, MI | Jun 2023 - Current | < 1 |
| Concorde Investment Service, LLC | Livonia, MI | Feb 2019 - Current | 5 |
| Bangerter Financial Services, Inc. | Roseville, CA | May 2018 - Current | 5 |
| Berthel Fisher & Company Financial Services, Inc. | Citrus Heights, CA | Apr 2018 - Feb 2019 | < 1 |
| Hornor Townsend & Kent Inc. | Redwood Shores, CA | Mar 2018 - Apr 2018 | < 1 |
| Hornor Townsend & Kent Inc. | Redwood Shores, CA | Nov 2017 - Apr 2018 | < 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Oct 2017 - Apr 2018 | < 1 |
| South Placer Tax | Redding, CA | Jan 2017 - Apr 2018 | 1 |
| Questar Capital Corporation | Rocklin, CA | Nov 2015 - Nov 2017 | 2 |
| H&r Block | Roseville, CA | Jan 2017 - Apr 2017 | < 1 |
| United Parcel Service | Rocklin, CA | Dec 2016 - Jan 2017 | < 1 |
| Questar Asset Management, Inc. | Rocklin, CA | Nov 2015 - Aug 2016 | < 1 |
| Waddell & Reed, Inc. | Sacramento, CA | Aug 2013 - Nov 2015 | 2 |
| Waddell & Reed, Inc. | Sacramento, CA | Jul 2013 - Nov 2015 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Lincoln, CA | Feb 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CA
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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