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
Francis Hebert (CRD# 2262576) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 31 years of experience in the finance industry.
Jeffrey Holmes (CRD# 2662551) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.
Sepehr Hosseini (CRD# 1922887) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
Erika James (CRD# 5021165) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.
Edward Kinsey (CRD# 5530998) 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.
Larry Kloefkorn (CRD# 6368472) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Wichita, KS and has over 9 years of experience in the finance industry.
Janet Knight (CRD# 3041533) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.
Joseph Laswell (CRD# 6757735) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Ripon, CA and has over 7 years of experience in the finance industry.
Michael Lewin (CRD# 2043617) is an Investment Advisor Representative. Assets under management are managed at Sowell Management Services in Little Rock, AR.
Lucas Longino (CRD# 6755904) 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.