Todd FosterCRD Number: 3024634
Current Firm: Total Investment Management, Inc.
Todd Foster (CRD# 3024634) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Resq Investment Partners, LLC||Scottsdale, AZ||Jan 2014 - Current||4|
|Total Investment Management Inc.||Scottsdale, AZ||May 1998 - Current||20|
|Invest Financial Corp||Tampa, FL||Nov 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
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:
- Customer Dispute
Total Assets Under Management870MILLIONS
Total Number of Accounts2,388ACCOUNTS
Average Account Value$364,489
- 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
AK, AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI