Foundations Investment Advisors LLC

Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,173,202,498 in 27,660 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040
https://www.linkedin.com/company/foundations-investment-advisors/
By the Numbers
  • Total Assets Under Management
    3,173
    MILLION
  • Total Number of Accounts
    27,660
    ACCOUNTS
  • Average Account Value
    $114,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Foundations Investment Advisors LLC
Showing 1 - 10 of 156 top financial advisors.
1
Samuel Alleyne, financial advisor Montclair NJ
Samuel I. Alleyne
CRD#: 2118134
8 Hillside Ave, Suite 203, Montclair, NJ 07042

Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 32 years of experience in the finance industry.

2
Heidi Ardis, financial advisor Phoenix AZ
Heidi R. Ardis
CRD#: 5373120
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Heidi Ardis (CRD# 5373120) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.

3
Ernest Baillargeon, financial advisor Phoenix AZ
Ernest A. Baillargeon
CRD#: 6387461
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Ernest Baillargeon (CRD# 6387461) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.

4
Jeremy Barnard, financial advisor Phoenix AZ
Jeremy P. Barnard
CRD#: 6772399
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Jeremy Barnard (CRD# 6772399) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.

5
James Baudreau, financial advisor Phoenix AZ
James S. Baudreau
CRD#: 1870111
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

James Baudreau (CRD# 1870111) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 34 years of experience in the finance industry.

6
Marcia Bernstein, financial advisor Phoenix AZ
Marcia L. Bernstein
CRD#: 6462621
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Marcia Bernstein (CRD# 6462621) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

7
Michael Blanchard, financial advisor Phoenix AZ
Michael J. Blanchard
CRD#: 1246309
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Michael Blanchard (CRD# 1246309) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 38 years of experience in the finance industry.

8
June Braithwaite, financial advisor Phoenix AZ
June M. Braithwaite
CRD#: 4582437
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

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.

9
Richard Breedwell, financial advisor Sacramento CA
Richard A. Breedwell
CRD#: 2213487
1540 River Park Drive, Ste. 107, Sacramento, CA 95815

Richard Breedwell (CRD# 2213487) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 29 years of experience in the finance industry.

10
Robbin Broome, financial advisor Easley SC
Robbin P. Broome
CRD#: 2517550
810-c Powdersville Rd, Easley, SC 29642

Robbin Broome (CRD# 2517550) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Easley, SC and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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