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JF

James S. Foster

FIRST ASSET FINANCIAL
Salina, KS 67401
Some features on this profile are disabled
CRD#: 1562021
JF

Professional summary


James Stephen Foster, who also goes by Stephen Foster, Steve Foster, is a registered financial professional currently at FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

James is registered as a RR (Registered Representative) and started their career in finance in 1986. James has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen Foster | Steve Foster

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Stephen Foster's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 17, 2012 - Present

FIRST ASSET FINANCIAL INC.

Office #1: 110 E. Iron Ave., Salina, KS 67401
BD
CRD#: 139107
Salina, KS
Past

June 10, 2005 - December 31, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
KANSAS CITY, MO
Past

January 7, 2004 - April 20, 2005

PRESTWICK SECURITIES, INC.

BD
CRD#: 28030
SKOKIE, IL
Past

January 1, 2002 - December 31, 2003

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

March 30, 2001 - January 1, 2002

BMA FINANCIAL SERVICES, INC.

BD
CRD#: 7943
KANSAS CITY, MO
Past

August 15, 2000 - April 9, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

July 25, 1994 - August 1, 2000

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

October 13, 1992 - July 26, 1994

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 17, 1988 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

August 17, 1988 - November 6, 1990

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 26, 1986 - August 8, 1988

SECURITIES USA, INC.

BD
CRD#: 14799

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(12/18/2012)
RR
Missouri
(12/18/2012)
RR
Oklahoma
(9/22/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/11/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FA
FIRST ASSET FINANCIAL INC.
FIRST ASSET FINANCIAL INC.

CRD#: 139107 / SEC#: , 8-67191

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
110 E. Iron Ave., Salina, KS 67401
Mailing Address
110 E. Iron Ave., Salina, KS 67401
Phone number
(785) 825-5050
Established
Kansas since 06/15/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INCOWNER
CIANTRO, PHILIP GERARDFINOP2350685
FAULK, RACHELCCO7712313
HAMMAN, ROBERT LEEPRESIDENT, ROSFP827526

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST ASSET FINANCIAL INC.

CRD#: 139107Salina, KS 67401

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