Foundations Investment Advisors LLC

Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $120,489,676 in 1,328 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    1,328
    ACCOUNTS
  • Average Account Value
    $90,730
Compensation Options
  • A percentage of assets under your management
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.

AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, PA, RI, SC, TN, TX, UT, WA

Financial Advisors at Foundations Investment Advisors LLC
Showing 1 - 10 of 79 top financial advisors.
1
Brian T. Grigg
CRD#: 2291150
9375 E. Shea Blvd. #100, Scottsdale, AZ 85260
96
Wealthminder
score

Brian Grigg (CRD# 2291150) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry. Brian Grigg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Linda R. Jensen
CRD#: 2548401
Olympia, WA
96
Wealthminder
score

Linda Jensen (CRD# 2548401) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Olympia, WA and has over 19 years of experience in the finance industry.

3
Harold D. Leavitt
CRD#: 2482922
9375 E. Shea Blvd. #100, Scottsdale, AZ 85260
96
Wealthminder
score

Harold Leavitt (CRD# 2482922) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

4
Laurie K. Simons
CRD#: 2320697
9375 E. Shea Blvd. #100, Scottsdale, AZ 85260
96
Wealthminder
score

Laurie Simons (CRD# 2320697) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry. Laurie Simons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Murray R. Titterington
CRD#: 1734233
9375 E. Shea Blvd. #100, Scottsdale, AZ 85260
96
Wealthminder
score

Murray Titterington (CRD# 1734233) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry. Murray Titterington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard A. Breedwell
CRD#: 2213487
1540 River Park Drive, Ste. 107, Sacramento, CA 95815
93
Wealthminder
score

Richard Breedwell (CRD# 2213487) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 25 years of experience in the finance industry.

7
Damien T. Clark
CRD#: 5464549
Saint Augustine, FL
93
Wealthminder
score

Damien Clark (CRD# 5464549) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Saint Augustine, FL and has over 7 years of experience in the finance industry.

8
Peter A. Deschamps
CRD#: 1952396
5268-g Nicholson Lane #181, Kensington, MD 20895
93
Wealthminder
score

Peter Deschamps (CRD# 1952396) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Kensington, MD and has over 28 years of experience in the finance industry.

9
Matthew J. Dunn
CRD#: 5880659
West Springfield, MA
93
Wealthminder
score

Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 7 years of experience in the finance industry.

10
Michael A. Graff
CRD#: 5871214
1600 Providence Hwy, Walpole, MA 02081
93
Wealthminder
score

Michael Graff (CRD# 5871214) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Walpole, MA and has over 7 years of experience in the finance industry.

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