Skylar Anderson, financial advisor Edmond OK

Skylar Anderson

CRD Number: 7544806
Current Firm: Foundations Investment Advisors LLC

Skylar Anderson (CRD# 7544806) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Edmond, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Foundations Investment Advisors, LLC Edmond, OK Mar 2023 - Current 1
Cornerstone Retirement Solutions Edmond, OK Jul 2021 - Current 2
Aegis Wealth Management, Inc. Guthrie Center, IA Apr 2022 - Feb 2023 < 1
Zeal Development Company Edmond, OK Aug 2020 - Aug 2021 1
Cypress Community Church Denver, CO Feb 2016 - Aug 2020 4
Self-employed Raleigh, NC Aug 2011 - Apr 2020 8
Dude Solutions Cary, NC Jan 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Skylar D. Anderson
Phone Number: 480-626-2979
Firm Website: http://www.fiwealth.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    5,442
    MILLIONS
  • Total Number of Accounts
    42,079
    ACCOUNTS
  • Average Account Value
    $129,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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