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
Matthew Carlin (CRD# 2002278) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 34 years of experience in the finance industry.
Brandon Chew (CRD# 6940747) 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.
Derek Colton (CRD# 7046164) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.
Joshua Cooksey (CRD# 6563952) 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.
Micheline Dagher (CRD# 6521770) 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.
Connie Densmore (CRD# 2853960) 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.
Martin Dolph (CRD# 5109752) 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.
Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 13 years of experience in the finance industry.
Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Greenville, NC and has over 24 years of experience in the finance industry.
Gordon Forgione (CRD# 5691752) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Glastonbury, CT and has over 14 years of experience in the finance industry.