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
Dylan Janzen (CRD# 7310916) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Ryan Kelly (CRD# 7796050) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Kristina Kepperling (CRD# 7518093) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Lexington, KY and has 1 year of experience in the finance industry.
Brennan Kim (CRD# 7504503) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Mobile, AL and has 1 year of experience in the finance industry.
Benjamin Lewis (CRD# 7862384) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Carter Lewis (CRD# 7503123) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 2 years of experience in the finance industry.
Neil Mager (CRD# 7273837) 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.
Brandon Mahogany (CRD# 7670421) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Joanna Martinez (CRD# 7884358) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Nashua, NH and has 1 year of experience in the finance industry.
Peter Mason (CRD# 7208376) 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.