AF
AF

Aaron Foster

26 Years of Experience
Broker

Aaron Foster is a registered investment advisor at RBC Capital Markets, LLC, based in St. Louis, MO, with 26 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

One North Brentwood, Suite 900, St. Louis, MO, 63105-3926

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is a partial owner of Iktomi Properties, LLC, a family farm used for recreational purposes. He spends minimal time maintaining the property.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2018 - Present · 7 yrs 10 mos
RBC Capital Markets, LLC
June 2018 - Present · 7 yrs 10 mos
RBC Capital Markets, LLCBroker
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2011 - July 2018 · 7 yrs 6 mos
J.P. Morgan Securities LLCBroker
January 2011 - July 2018 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - January 2011 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2004 - January 2011 · 6 yrs 7 mos
Quick & Reilly, INC.
September 2002 - July 2004 · 1 yr 10 mos
Quick & Reilly, INC.Broker
March 2002 - July 2004 · 2 yrs 4 mos
Edward JonesBroker
June 2000 - January 2002 · 1 yr 7 mos
Dst Securities, INC.Broker
October 1999 - April 2000 · 6 mos
State Registrations24 states
AZCACOCTFLGAIAILINKSMAMIMONCNYOHOKPASCSDTNTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Foster - Financial Advisor | TrueAdvisor