Foundations Investment Advisors LLC

Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,442,145,599 in 42,079 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,442
    MILLION
  • Total Number of Accounts
    42,079
    ACCOUNTS
  • Average Account Value
    $129,332
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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 149 top financial advisors.
1
Ernest A. Baillargeon
CRD#: 6387461
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Ernest Baillargeon (CRD# 6387461) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

2
Jeremy P. Barnard
CRD#: 6772399
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Jeremy Barnard (CRD# 6772399) 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
Marcia L. Bernstein
CRD#: 6462621
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Marcia Bernstein (CRD# 6462621) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

4
June M. Braithwaite
CRD#: 4582437
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

June Braithwaite (CRD# 4582437) 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.

5
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 31 years of experience in the finance industry.

6
Philip C. Bru
CRD#: 6758258
1540 River Park Drive #107, Sacramento, CA 95815

Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 7 years of experience in the finance industry.

7
Lee A. Busto
CRD#: 6747841
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Lee Busto (CRD# 6747841) 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.

8
Ernest J. C'debaca
CRD#: 5574701
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Ernest C'debaca (CRD# 5574701) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

9
Jared M. Carlin
CRD#: 5227648
333 E Parkwood Ave, Friendswood, TX 77546

Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 17 years of experience in the finance industry.

10
Matthew Carlin
CRD#: 2002278
333 East Parkwood Avenue, Friendswood, TX 77546

Matthew Carlin (CRD# 2002278) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 34 years of experience in the finance industry.

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