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).

By the Numbers
  • Total Assets Under Management
    3,760
    MILLION
  • Total Number of Accounts
    34,273
    ACCOUNTS
  • Average Account Value
    $109,710
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 11 - 20 of 145 top financial advisors.
11
Brandon Chew
CRD#: 6940747
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Brandon Chew (CRD# 6940747) 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.

12
Damien T. Clark
CRD#: 5464549
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Damien Clark (CRD# 5464549) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.

13
Derek J. Colton
CRD#: 7046164
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Derek Colton (CRD# 7046164) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 4 years of experience in the finance industry.

14
Joshua R. Cooksey
CRD#: 6563952
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Joshua Cooksey (CRD# 6563952) 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.

15
Micheline A. Dagher
CRD#: 6521770
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Micheline Dagher (CRD# 6521770) 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.

16
Connie D. Densmore
CRD#: 2853960
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Connie Densmore (CRD# 2853960) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 26 years of experience in the finance industry.

17
Martin J. Dolph
CRD#: 5109752
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Martin Dolph (CRD# 5109752) 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.

18
Matthew J. Dunn
CRD#: 5880659
West Springfield, MA

Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 12 years of experience in the finance industry.

19
Thomas E. Eaglehouse
CRD#: 5009178
4000 Hempfield Plaza Blvd; Ste 915, Greensburg, PA 15601

Thomas Eaglehouse (CRD# 5009178) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Greensburg, PA and has over 8 years of experience in the finance industry.

20
Cameron M. Evans
CRD#: 3216303
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.

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