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
Joshua Stander (CRD# 6234737) 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.
Jeffrey Stegge (CRD# 7759925) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has 1 year of experience in the finance industry.
Mark Stimpson (CRD# 4154784) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.
Tom Tamura (CRD# 7664277) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
William Tatro (CRD# 7431212) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Worcester, MA and has over 2 years of experience in the finance industry.
Brian Tepper (CRD# 4056916) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.
Caleb Thompson (CRD# 7253805) 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.
Andrei Tipurita (CRD# 7848641) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Farmington Hills, MI and has 1 year of experience in the finance industry.
Joseph Unger (CRD# 6118835) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Huntington, WV and has over 11 years of experience in the finance industry.
William Voyles (CRD# 6728975) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in North Oaks, MN and has over 7 years of experience in the finance industry.