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).
-
Total Assets Under Management5,442MILLION
-
Total Number of Accounts42,079ACCOUNTS
-
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
Jessica Grosskopf (CRD# 7223247) 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.
Brittany Hagy (CRD# 7684333) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Charles Hammond (CRD# 7089211) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
John Harkins (CRD# 7466564) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Slidell, LA and has over 2 years of experience in the finance industry.
Benjamin Heizer (CRD# 7593661) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Andrew Henward (CRD# 7764515) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Augusta, ME and has 1 year of experience in the finance industry.
Ralph Hlavin (CRD# 2700498) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Homer Glen, IL and has over 28 years of experience in the finance industry.
Tanner Horstmeyer (CRD# 7482159) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.
Alyson Huddleston (CRD# 7577050) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Princeton, TX and has over 2 years of experience in the finance industry.
Derek Huot (CRD# 7258126) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.