Foundations Investment Advisors LLC
Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,760,076,801 in 34,273 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,760MILLION
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Total Number of Accounts34,273ACCOUNTS
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Average Account Value$109,710
- 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)
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
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.
Ernest Baillargeon (CRD# 6387461) 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.
Jeremy Barnard (CRD# 6772399) 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.
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.
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.
Richard Breedwell (CRD# 2213487) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 30 years of experience in the finance industry.
Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 6 years of experience in the finance industry.
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.
Ernest C'debaca (CRD# 5574701) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 14 years of experience in the finance industry. Ernest C'debaca 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.
Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 16 years of experience in the finance industry.