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
Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 33 years of experience in the finance industry.
Ernest Baillargeon (CRD# 6387461) 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.
Jeremy Barnard (CRD# 6772399) 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.
Marcia Bernstein (CRD# 6462621) 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.
June Braithwaite (CRD# 4582437) 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.
Richard Breedwell (CRD# 2213487) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 31 years of experience in the finance industry.
Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 6 years of experience in the finance industry.
Lee Busto (CRD# 6747841) 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.
Ernest C'debaca (CRD# 5574701) 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.
Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 17 years of experience in the finance industry.