Todd Foster (CRD# 3024634) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resq Investment Partners, LLC | Scottsdale, AZ | Jan 2014 - Current | 10 |
| Total Investment Management Inc. | Scottsdale, AZ | May 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- AZ
- TX
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Total Assets Under Management1,196MILLIONS
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Total Number of Accounts2,170ACCOUNTS
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Average Account Value$551,272
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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