Foundations Investment Advisors LLC
Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,442,145,599 in 42,079 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management5,442MILLION
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 33 years of experience in the finance industry.
Ernest Baillargeon (CRD# 6387461) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.
Jeremy Barnard (CRD# 6772399) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.
Marcia Bernstein (CRD# 6462621) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.
June Braithwaite (CRD# 4582437) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.
Richard Breedwell (CRD# 2213487) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 31 years of experience in the finance industry.
Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 7 years of experience in the finance industry.
Lee Busto (CRD# 6747841) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.
Ernest C'debaca (CRD# 5574701) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.
Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 17 years of experience in the finance industry.