Foundations Investment Advisors LLC

Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,694,256,189 in 40,472 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,694
    MILLION
  • Total Number of Accounts
    40,472
    ACCOUNTS
  • Average Account Value
    $115,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Foundations Investment Advisors LLC
Showing 51 - 60 of 144 top financial advisors.
51
Ernesto Pacheco
CRD#: 4751634
3450 Montgomery Road #7, Aurora, IL 60504

Ernesto Pacheco (CRD# 4751634) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aurora, IL and has over 13 years of experience in the finance industry.

52
Garry L. Pakozdy
CRD#: 6113109
Lancaster, SC

Garry Pakozdy (CRD# 6113109) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Lancaster, SC and has over 12 years of experience in the finance industry.

53
Richard J. Pelletier
CRD#: 4024660
West Springfield, MA

Richard Pelletier (CRD# 4024660) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 19 years of experience in the finance industry.

54
Alex B. Perez
CRD#: 2671943
1939 Ne Loop 410, Suite 233, San Antonio, TX 78232

Alex Perez (CRD# 2671943) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

55
Michael T. Pugsley
CRD#: 2613753
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Michael Pugsley (CRD# 2613753) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 28 years of experience in the finance industry.

56
Paul E. Roberts
CRD#: 6776722
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Paul Roberts (CRD# 6776722) 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.

57
Summer A. Roberts
CRD#: 7092097
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Summer Roberts (CRD# 7092097) 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.

58
Richard M. Roethel
CRD#: 6250300
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Richard Roethel (CRD# 6250300) 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.

59
Simon J. Rogers
CRD#: 4502929
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040

Simon Rogers (CRD# 4502929) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 22 years of experience in the finance industry.

60
Christopher A. Shelton
CRD#: 6646602
Yarmouth, ME

Christopher Shelton (CRD# 6646602) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Yarmouth, ME and has over 7 years of experience in the finance industry.

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