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
Nathanial Fort (CRD# 5279592) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Austin, TX and has over 16 years of experience in the finance industry.
Josiah Fricke (CRD# 5270663) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.
Benjamin Fuchs (CRD# 6146479) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Middletown, CT and has over 10 years of experience in the finance industry.
Karen Garner (CRD# 6205358) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Biloxi, MS and has over 10 years of experience in the finance industry.
Lance Gilman (CRD# 6599419) 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.
Danny Goolsby (CRD# 6621467) 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.
Jimmy Hagy (CRD# 6775547) 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.
Peter Hanson (CRD# 6643781) 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.
John Haran (CRD# 6674755) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hickory Hills, IL and has over 7 years of experience in the finance industry.
Craig Hebert (CRD# 5866066) 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.