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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2016-05-24 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
66 Main Street #302, Ellsworth, ME 04605 • United States
Six City Center Suite 400, Portland, ME 04101 • United States
Blue Hill, ME • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Blue Hill | ME | 05/2016 | Present |
| Independent Insurance Agent | Blue Hill | ME | 06/2014 | Present |
1) INDEPENDENT INSURANCE AGENT; IT IS INVESTMENT RELATED; 31 PALEO LANE BLUE HILL, ME 04614; INDEPENDENT AGENT OFFERING FIXED ANNUITIES, FIXED INSURANCE AND LTC INSURANCE SOLUTIONS; SINCE 2014; SPENDS APPROX. 40 HOURS PER MONTH DURING TRADING HOURS. 2)CHRIS SHELTON IS A MANAGING PARTNER OF UNION RIVER ASSOCIATES; 225 HIGH STREET ELLSWORTH, ME 04605; IT IS INVESTMENT RELATED; COMMERCIAL REAL ESTATE OWNERSHIP AND MANAGEMENT COMPANY; MANAGING PARTNER; SINCE JAN 1, 2000; 5 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-03 |
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