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).

Current Firm Details
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040
https://www.facebook.com/pg/fiwealth/about/
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 31 - 40 of 145 top financial advisors.
31
Jay Graham, financial advisor Amarillo TX
Jay D. Graham
CRD#: 1682029
4082 Business Park Dr, Amarillo, TX 79119

Jay Graham (CRD# 1682029) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Amarillo, TX and has over 23 years of experience in the finance industry.

32
Jimmy Hagy, financial advisor Phoenix AZ
Jimmy W. Hagy
CRD#: 6775547
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Jimmy Hagy (CRD# 6775547) 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.

33
Peter Hanson, financial advisor Phoenix AZ
Peter T. Hanson
CRD#: 6643781
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Peter Hanson (CRD# 6643781) 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.

34
John Haran, financial advisor Hickory Hills IL
John F. Haran
CRD#: 6674755
7667 W 95th St, Hickory Hills, IL 60457

John Haran (CRD# 6674755) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hickory Hills, IL and has over 6 years of experience in the finance industry.

35
Joshua Harter, financial advisor Cave Creek AZ
Joshua C. Harter
CRD#: 6761217
Cave Creek, AZ

Joshua Harter (CRD# 6761217) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Cave Creek, AZ and has over 5 years of experience in the finance industry.

36
Craig Hebert, financial advisor Phoenix AZ
Craig S. Hebert
CRD#: 5866066
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Craig Hebert (CRD# 5866066) 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.

37
Francis Hebert, financial advisor Phoenix AZ
Francis J. Hebert
CRD#: 2262576
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Francis Hebert (CRD# 2262576) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 30 years of experience in the finance industry.

38
Jeffrey Holmes, financial advisor Phoenix AZ
Jeffrey D. Holmes
CRD#: 2662551
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Jeffrey Holmes (CRD# 2662551) 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.

39
Sepehr Hosseini, financial advisor Westlake Village CA
Sepehr M. Hosseini
CRD#: 1922887
30700 Russell Ranch Rd, Suite 250, Westlake Village, CA 91362

Sepehr Hosseini (CRD# 1922887) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.

40
Erika James, financial advisor Phoenix AZ
Erika James
CRD#: 5021165
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Erika James (CRD# 5021165) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.

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