Connie Densmore (CRD# 2853960) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 27 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Las Vegas, NV | Feb 2019 - Current | 5 |
| Signature Wealth & Tax | Las Vegas, NV | Jan 2015 - Current | 9 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Jan 2019 | 12 |
| Questar Asset Management | Minneapolis, MN | Nov 2006 - Jan 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- NV
- TX
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Total Assets Under Management5,442MILLIONS
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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
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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