Jeffrey Holmes (CRD# 2662551) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Foundations Investment Advisors LLC | Scottsdale, AZ | Nov 2019 - Current | 4 |
Assured Financial, LLC | Scottsdale, AZ | Dec 2009 - Current | 14 |
Virtue Capital Management, LLC | Nashville, TN | Sep 2017 - Nov 2019 | 2 |
C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Mar 2017 - Sep 2017 | < 1 |
Gradient Securities, LLC | Arden Hills, MN | Oct 2015 - Dec 2016 | 1 |
Cfd Investments | Kokomo, IN | Feb 2015 - Oct 2015 | < 1 |
Mml Investors Services LLC | Scottsdale, AZ | Jan 2014 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2013 |
S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- AZ
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Total Assets Under Management4,694MILLIONS
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Total Number of Accounts40,472ACCOUNTS
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Average Account Value$115,988
- 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)
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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