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
Patrick Moriarty (CRD# 1832286) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 35 years of experience in the finance industry.
Daniel Murphy (CRD# 6847509) 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.
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.
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.
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.
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.
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.
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.
Summer Roberts (CRD# 7092097) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in League City, TX and has over 5 years of experience in the finance industry.
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.