June BraithwaiteCRD Number: 4582437
Current Firm: Foundations Investment Advisors LLC
June Braithwaite (CRD# 4582437) 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.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Foundations Investment Advisors, LLC||Scottsdale, AZ||Oct 2018 - Current||4|
|Sarasota Wealth Advisory||Sarasota, FL||Oct 2015 - Current||7|
|Boar's Head||Sarasota, FL||Dec 2003 - Jul 2015||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management3,760MILLIONS
Total Number of Accounts34,273ACCOUNTS
Average Account Value$109,710
- 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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