Foothill Securities, Inc.

Foothill Securities, Inc. (CRD# 1027) is a financial advisory firm headquartered in Santa Clara, CA. They manage $1,157,827,705 in 6,953 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,158
    MILLION
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

Financial Advisors at Foothill Securities, Inc.
Showing 1 - 10 of 95 top financial advisors.
1
Rashida Lilani CFP® CMFC
CRD#: 4459698
1624 Santa Clara Dr, Suite #235, Roseville, CA 95661
101
Wealthminder
score

Rashida Lilani has over 15 years of experience in the financial planning industry. Her firm, Lilani Wealth Management focuses on delivering holistic financial planning and wealth management services, including investments, retirement planning and insurance. She is also a registered representative with broker-dealer, Foothill Securities.

2
Jimmie Alexander
CRD#: 2087674
6c Street, Petaluma, CA 94975
96
Wealthminder
score

Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Foothill Securities, Inc. in Petaluma, CA and has over 26 years of experience in the finance industry. Jimmie Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Amanda M. Bonomi
CRD#: 5375275
1625 The Alameda, Suite #206, San Jose, CA 95126
96
Wealthminder
score

Amanda Bonomi (CRD# 5375275) is an Investment Advisor Representative working at Foothill Securities, Inc. in San Jose, CA and has over 9 years of experience in the finance industry. Amanda Bonomi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Marco F. Bronzini
CRD#: 2210036
2900 Lakeside Drive, Suite 100, Santa Clara, CA 95054
96
Wealthminder
score

Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 24 years of experience in the finance industry. Marco Bronzini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John C. Burroughs
CRD#: 36576
2900 Lakeside Drive, Suite 100, Santa Clara, CA 95054
96
Wealthminder
score

John Burroughs (CRD# 36576) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 24 years of experience in the finance industry. John Burroughs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Keo C. Chao
CRD#: 5206791
14583 Big Basin Way, Suite 6, Saratoga, CA 95070
96
Wealthminder
score

Keo Chao (CRD# 5206791) is an Investment Advisor Representative working at Foothill Securities, Inc. in Saratoga, CA and has over 9 years of experience in the finance industry. Keo Chao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Barbara J. Chown
CRD#: 2266737
2900 Lakeside Drive, Suite 100, Santa Clara, CA 95054
96
Wealthminder
score

Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 24 years of experience in the finance industry. Barbara Chown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Bruce M. Cohen
CRD#: 1001452
2805 Porter Street, Soquel, CA 95073
96
Wealthminder
score

Bruce Cohen (CRD# 1001452) is an Investment Advisor Representative working at Foothill Securities, Inc. in Soquel, CA and has over 30 years of experience in the finance industry. Bruce Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Germaine C. Cordes
CRD#: 4485716
2021 Las Positas Court, Suite 165, Livermore, CA 94551
96
Wealthminder
score

Germaine Cordes (CRD# 4485716) is an Investment Advisor Representative working at Foothill Securities, Inc. in Livermore, CA and has over 14 years of experience in the finance industry.

10
Thomas J. Curran
CRD#: 1386441
750 Menlo Ave, Suite 250, Menlo Park, CA 94025
96
Wealthminder
score

Thomas Curran (CRD# 1386441) is an Investment Advisor Representative working at Foothill Securities, Inc. in Menlo Park, CA and has over 31 years of experience in the finance industry. Thomas Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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