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
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.
Christopher Shelton (CRD# 6646602) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Yarmouth, ME and has over 8 years of experience in the finance industry.
Kevin Skaltsis (CRD# 5461624) 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.
Augustus Skinner (CRD# 6715483) 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.
Alex Stanchfield (CRD# 7100712) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Old Orchard Beach, ME and has over 6 years of experience in the finance industry.
Kimberly Strosnider (CRD# 4504689) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Marysville, MI and has over 22 years of experience in the finance industry.
Taylor Sundeen (CRD# 5097862) 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.
Barbara Traylor Smith (CRD# 2519484) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.
Jeffrey Truchon (CRD# 6687105) 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.
Matthew Tucker (CRD# 6313793) 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.