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

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
SF

Savanna R. Foster

CCO CAPITAL
Phoenix, AZ 85016
Some features on this profile are disabled
CRD#: 7096471
SF

Professional summary

Savanna Rose Foster, who also goes by Savanna R Foster, is a registered financial professional currently at CCO CAPITAL, LLC located in Phoenix, Arizona.

Savanna is registered as a RR (Registered Representative) and started their career in finance in 2019. Savanna has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Savanna R 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 Savanna Rose 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

May 19, 2026 - Present

CCO CAPITAL, LLC

Office #1: 2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
BD
CRD#: 31147
Phoenix, AZ
Past

September 11, 2025 - May 12, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Phoenix, AZ
Past

September 27, 2024 - May 12, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Phoenix, AZ
Past

July 1, 2024 - May 12, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Phoenix, AZ
Past

May 30, 2024 - May 12, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Phoenix, AZ
Past

October 5, 2020 - July 5, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Tempe, AZ
Past

August 9, 2019 - October 2, 2020

MORGAN STANLEY

RIA
CRD#: 149777
GILBERT, AZ
Past

July 10, 2019 - October 2, 2020

MORGAN STANLEY

BD
CRD#: 149777
GILBERT, AZ

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
Arizona
(5/19/2026)
RR
California
(5/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/28/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/28/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CCO CAPITAL, LLC
CCO CAPITAL, LLC | COLE CAPITAL CORPORATION

CRD#: 31147 / SEC#: , 8-45375

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Loading...

Contact information

Main Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Mailing Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Phone number
(602) 778-6312
Established
Delaware since 02/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CCO CAPITAL HOLDINGS, LLCOWNER
BECERRIL, CRYSTAL LPRINCIPAL OPERATIONS OFFICER7037197
BECERRIL, CRYSTAL LPRINCIPAL FINANCIAL OFFICER7037197
BECERRIL, CRYSTAL LFINOP7037197
DEMBO, JORDANSECRETARY7408267
SOMERS, AARON GEORGEDEPUTY CHIEF COMPLIANCE OFFICER3145910
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER4612910
VANDE KROL, EMILY LPRESIDENT5595099

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

CCO CAPITAL, LLC

CRD#: 31147Phoenix, AZ 85016

TRUST BUT VERIFY

Monitor Savanna Foster

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

Similar Advisors

Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
Julie Ann Danapilis
Julie DanapilisAdvisorCheck Check Mark
CETERA INVESTMENT SERVICES LLC
RR
Phoenix, AZ
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.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.