Best Investors
Account
Sign in
Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-05 |
Branch Locations
162 W. Main Street Suite 307, Cartersville, GA 30120 • United States
300 Parkbrooke Place Suite 140, Woodstock, GA 30189 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 07/2016 | 10/2016 |
| Bankers Life Securities, Inc. | Duluth | GA | 11/2016 | 09/2018 |
| Bankers Life & Casualty Co. | Duluth | GA | 11/2016 | 09/2018 |
| Foundations Investment Advisors | Phoenix | AZ | 11/2024 | Present |
| Cunningham Group Llc | Canton | GA | 09/2018 | Present |
| Strategic Retirement Solutions Llc | Canton | GA | 01/2020 | 01/2024 |
| Your Wealth Advisors | Woodstock | GA | 01/2024 | Present |
CUNNINGHAM GROUP LLC;NOT INVESTMENT RELATED; 2020 FOLD LEAF PARKWAY CANTON,GA 30114; FAMILY HOLDING COMPANY;CO-OWNER; START DATE 09/2018; 1 HR PER WEEK DEVOTED TO BUSINESS; LLC IS SET TO OWN REAL ESTATE AND BUSINESS ENTITIES THAT THEY ARE INVOLVED WITH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-02 |
Reach out to this advisor