AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RF

Ryan W. Foster

CROSSROADS FINANCIAL SERVICES
Pleasant Garden, NC
Some features on this profile are disabled
CRD#: 5414840
RF

Professional summary

Ryan William Foster, CFP®, who also goes by Ryan Foster, is a registered financial advisor currently at CROSSROADS FINANCIAL SERVICES INC located in Pleasant Garden, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan 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.
Ryan Foster is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Ryan Foster will not sell any insurance products to clients or prospective clients of CFS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan William Foster's 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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

December 15, 2022 - Present

CROSSROADS FINANCIAL SERVICES INC

RIA
CRD#: 323162
Pleasant Garden, NC
Past

January 28, 2020 - December 15, 2022

FUND DIRECT ADVISORS INC.

RIA
CRD#: 155363
GREENSBORO, NC
Past

June 10, 2016 - December 2, 2022

INTERCAROLINA FINANCIAL SERVICES, INC.

BD
CRD#: 19475
GREENSBORO, NC
Past

June 6, 2016 - December 31, 2019

FUND DIRECT ADVISORS INC.

RIA
CRD#: 155363
GREENSBORO, NC
Past

July 30, 2014 - June 6, 2016

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
KERNERSVILLE, NC
Past

July 30, 2014 - June 6, 2016

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
KERNERSVILLE, NC
Past

August 26, 2011 - July 30, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
MATTHEWS, NC
Past

August 19, 2011 - July 30, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
MATTHEWS, NC
Past

September 28, 2009 - August 26, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
GREENSBORO, NC
Past

September 28, 2009 - August 26, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GREENSBORO, NC
Past

February 5, 2008 - September 18, 2009

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
GREENSBORO, NC
Past

January 24, 2008 - September 18, 2009

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
GREENSBORO, NC
Past

October 2, 2007 - December 31, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(12/15/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2007
General Securities Representative Examination

Current Firm

CF
CROSSROADS FINANCIAL SERVICES INC
CROSSROADS FINANCIAL SERVICES INC | CROSSROADS FINANCIAL SERVICES LLC

CRD#: 323162 / SEC#:

North Carolina
Registered Investment Advisory firm - (12/15/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Pleasant Garden, NC
Mailing Address
Phone number
(336) 601-4222
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 21,509,288

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

CROSSROADS FINANCIAL SERVICES INC

CRD#: 323162Pleasant Garden, NC

TRUST BUT VERIFY

Monitor Ryan Foster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.