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).
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Total Assets Under Management5,442MILLION
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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)
- Educational seminars/workshops
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
Darren Lundy (CRD# 2817372) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 27 years of experience in the finance industry.
Gregory Lynch (CRD# 6574196) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Franklin, TN and has over 8 years of experience in the finance industry.
Bradley Malia (CRD# 6548802) 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.
Michael Markiewicz (CRD# 6181892) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 10 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.
Jonathon McCoy (CRD# 6642663) 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.
Paul Miller (CRD# 5587730) 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.
Marc Montini (CRD# 6729913) 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.
Patrick Moriarty (CRD# 1832286) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 35 years of experience in the finance industry.
Daniel Murphy (CRD# 6847509) 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.