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
Michael Willard (CRD# 5169910) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
Stewart Willis (CRD# 6882057) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has over 6 years of experience in the finance industry.
Scott Winstead (CRD# 5725472) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Grapevine, TX and has over 14 years of experience in the finance industry.
Cory Zafke (CRD# 5803733) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 13 years of experience in the finance industry.
Zachary Zager (CRD# 4281303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Spicewood, TX and has over 23 years of experience in the finance industry.
Skylar Anderson (CRD# 7544806) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Edmond, OK and has over 2 years of experience in the finance industry.
Joseph Baaklini (CRD# 7141674) 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.
Richard Brady (CRD# 7229552) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Cedar Park, TX and has over 4 years of experience in the finance industry.
Donovan Burnham (CRD# 6307192) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 10 years of experience in the finance industry.
Jacob Ciechon (CRD# 7715088) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.