FOUNDATIONS INVESTMENT ADVISORS LLC ⚠ Disclosure events ACTIVE IA

FINRA firm 175083 · PHOENIX, AZ · view on BrokerCheck ↗
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Key facts

FINRA firm ID
175083
Firm name
FOUNDATIONS INVESTMENT ADVISORS LLC
Other names / DBAs
5 MONEY MYTHS; WISER FINANCIAL ADVISORS; WEALTH CONSCIOUS; WAY FINANCIAL AND INSURANCE SERVICES, INC.; WAY FINANCIAL AND INSURANCE SERVICES; VITAL RETIREMENT PLANNERS; TRUE FINANCIAL; THE HIDDEN WEALTH SOLUTION; THE ESTATE AND RETIREMENT PLANNING CENTER; THE ADVISORS GROUP; TGW WEALTH MANAGEMENT; SUREPLAN FINANCIAL, INC.; SUMMIT FINANCIAL SERVICES; STEWART FINANCIAL SERVICES; SPINELLI WEALTH MANAGEMENT; SPECTRUM ADVISORY GROUP, LLC; SOVEREIGN WEALTH MANAGEMENT; SMART MONEY ADVISORS; SL CAPITAL WEALTH; SIMON & SIMON FINANCIAL, LLC; SIGNATURE WEALTH AND TAX; SECURE MONEY ADVISORS; SECRETARIO FINANCIAL, LLC; SARASOTA WEALTH ADVISORY; ROBERTS WEALTH MANAGEMENT OF MS, LLC; ROBBIN BROOME, INC.; RO ADVISORY SERVICES, LLC; RISE NORTH CAPITAL; RETIREMENT PLANS, LLC; RETIREMENT OUTFITTERS LLC; RETIREMENT OUTFITTERS; RETIRE SIMPLY; REJOYCE FINANCIAL; RDW FINANCIAL GROUP; QUEST COMMONWEALTH; PFIS FINANCIAL; NORTHERN ALLIANCE FINANCIAL; NATHAN FORT, LLC; MORIARTY FINANCIAL SERVICES; MONTINI & COMPANY TAX ADVISORY; MONTINI & CO TAX ADVISORY GROUP; MOMENTUM FINANCIAL AND INSURANCE SERVICES, LLC; MCLEAN ADVISORY GROUP; MCKINNEY MOORE WEALTH MANAGEMENT; MASSIF WEALTH SYSTEMS; MARKIEWICZ FINANCIAL GROUP; MARKET ADVISORY GROUP; MALIA FINANCIAL GROUP; LONGSHAW FINANCIAL GROUP; LOGAN GROUP; LIVE WELL ASSET MANAGEMENT; LIBERTY ADVISORY GROUP; KELLY FINANCIAL SERVICES; JP SANTANIELLO RETIREMENT PLANNING SOLUTIONS; JEREMY P. BARNARD, LLC; J.M. ARBOUR; IPG FINANCIAL; INTRINSIC WEALTH STRATEGIES, INC.; IMPACT PARTNERS FINANCIAL, LLC; HUGHES & DERN FINANCIAL GROUP; HTR GROUP, N.E., LLC, THE HELP TO RETIRE GROUP, THE HTR GROUP; HTR GROUP N.E., LLC; HANSON FINANCIAL SERVICES, LLC; GUARDIAN INVESTMENT ADVISORS; GOLDEN EAGLE FINANCIAL, LTD.; GAISER FINANCIAL GROUP; FUNDAMENTAL WEALTH DESIGNS; FUCHS FINANCIAL; FREEDOM RETIREMENT SERVICES; FREEDOM INSURANCE AND FINANCIAL SOLUTIONS; FOUNDATIONS INVESTMENT ADVISORS LLC; FINANCIAL SECURITY ASSOCIATES INCORPORATED; FINANCIAL GRAVITY WEALTH; FIAT WEALTH MANAGEMENT; EVANS FINANCIAL GROUP / VETWEALTH; DONATO WEALTH MANAGEMENT, PLLC; DETROIT FINANCIAL; DAGHER FINANCIAL, LLC; CREATIVE SENIOR SOLUTIONS; CORNERSTONE CAPITAL MANAGEMENT; COMPLETE WEALTH STRATEGY; COMPASS RETIREMENT; COMPASS FINANCIAL; COASTAL FINANCIAL ADVISORS, LLC; CLEARPATH WEALTH ADVISORS; CLARK WEALTH MANAGEMENT, LLC; CHICAGO ONE FINANCIAL; CHAMBERLIN GROUP; CHADMERE CAPITAL; CASHMORE INVESTMENTS; CAPITOL PLANNING GROUP; BRIGHT WEALTH MANAGEMENT; BIG FINANCIAL SERVICES LLC; ASSET PRESERVATION TAX & RETIREMENT, LLC; ASSET MANAGEMENT GROUP, INC.; ARTESIAN FINANCIAL GROUP; ANDREWS FINANCIAL SERVICES; ALPHA 1 TAX & WEALTH MANAGEMENT, LLC; ALLON PLANNING PARTNERS; AJM FINANCIAL; A4 FINANCIAL
IA scope
ACTIVE
SEC IA file
801-100512
Branches
375
Disclosure events
YES
HQ
PHOENIX, AZ, 85040, United States

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