Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Feb 2017 - Current | 7 |
| Whitney And Associates | Des Moines, IA | Feb 2017 - Current | 7 |
| Combined Benefits United | Hallowel, ME | Nov 2015 - Current | 8 |
| Combined Benefits United | Hallowell, ME | Feb 2014 - Current | 10 |
| Virtue Capital Management, LLC | Nashville, TN | Sep 2016 - Feb 2017 | < 1 |
| Cbc National Bank | Alpharetta, GA | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- MA
- NH
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
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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