Lee Busto (CRD# 6747841) 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.
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 | Phoenix, AZ | Apr 2021 - Current | 3 |
| Edward Jones | St Louis, MO | Feb 2017 - Apr 2021 | 4 |
| Closetbox | Glendale, CO | Aug 2016 - Jan 2017 | < 1 |
| Uber | Littleton, CO | Aug 2016 - Oct 2016 | < 1 |
| Lyft | Littleton, CO | Aug 2016 - Oct 2016 | < 1 |
| Green Touch Landscapes | Englewood, CO | May 2014 - Aug 2016 | 2 |
| Montana State University Billings | Billings, MT | Sep 2011 - May 2016 | 4 |
| Montana State University Billings | Billings, MT | Oct 2011 - May 2015 | 3 |
| Lifetime Fitness | Centennial, CO | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CO
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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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