Casey Elkins (CRD# 7306426) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Renton, WA and has over 3 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Phoenix, AZ | May 2021 - Current | 3 |
| Elevated Capital Advisors, LLC | Sandy, UT | Oct 2020 - May 2021 | < 1 |
| Rust Automation & Controls | West Jordan, UT | Dec 2019 - Feb 2021 | 1 |
| United Rentals | Everett, WA | Jul 2018 - Mar 2020 | 1 |
| Baker Corp | Everett, WA | Jul 2017 - Jun 2018 | < 1 |
| Ryan Herco Flow Solutions | Kent, WA | May 2016 - Jun 2017 | 1 |
| Rust Automation And Controls | West Jordan, WA | Mar 2015 - Apr 2016 | 1 |
| Battery Systems | Sumner, WA | Sep 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- WA
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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
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