Rikki
Foster
Concorde Asset Management, LLC
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About this Advisor
Rikki Foster is a financial advisor based in Roseville, California, working with Concorde Asset Management, LLC. Rikki has previously held positions at various insurance carriers for W&R Insurance Agencies, Questar Capital Corporation, United Parcel Service, H&R Block, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Bangerter Financial Services, Inc, Questar Asset Management, Inc, Waddell & Reed, Inc, South Placer Tax, Concorde Investment Service, LLC, Concorde Asset Management, and Berthel Fisher & Company Financial Services, Inc. Rikki has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Rikki is part of Concorde Asset Management, LLC, which operates out of Roseville, California. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rikki Foster Work History
Concorde Asset Management
Concorde Investment Service, LLC
Bangerter Financial Services, Inc
Hornor Townsend & Kent Inc
Berthel Fisher & Company Financial Services, Inc
H&R Block
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
South Placer Tax
United Parcel Service
Questar Capital Corporation
Questar Asset Management, Inc
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Rikki Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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