Inactive

Alexander Vanderhenst-Huerta

Foundations Investment Advisors LLC

Claim This Profile

Current Employers

Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-12-16

AZ RA
APPROVED

Since 2024-12-16

Branch Locations

4310 E. Cotton Center Blvd Suite 120, Phoenix, AZ 85040 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital Insight Partners, Llc	Scottsdale	AZ	08/2023	05/2024
Charles Schwab	Phoenix	AZ	03/2020	07/2023
Cerritos College	Norwalk	CA	08/2019	02/2020
Ymca	Lakewood	CA	07/2018	08/2019
Harbor House	Sunset Beach	CA	08/2014	12/2018
Foundations Investment Advisors	Phoenix	AZ	11/2024	Present
Asset Preservation Wealth & Tax	Phoenix	AZ	06/2024	Present

08/2023 → 05/2024

Capital Insight Partners, Llc

Scottsdale, AZ
03/2020 → 07/2023

Charles Schwab

Phoenix, AZ
08/2019 → 02/2020

Cerritos College

Norwalk, CA
07/2018 → 08/2019

Ymca

Lakewood, CA
08/2014 → 12/2018

Harbor House

Sunset Beach, CA
11/2024 → Present

Foundations Investment Advisors

Phoenix, AZ
06/2024 → Present

Asset Preservation Wealth & Tax

Phoenix, AZ

Previous Registrations

2024-04-26 → 2024-05-09

Capital Insight Partners, Llc

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-27

S65 Uniform Investment Adviser Law Examination

2024-03-27

Other Names

Alex Huerta

View on SEC IAPD

Other Firms

EW ADVISER, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

KESTRA ADVISORY SERVICES, LLC

SMEAD CAPITAL MANAGEMENT, INC.

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER

Kenneth ALEXANDER Riley

HEATH EDWARD WHETSEL

JOSEPH JOHN MCNAUGHTON

Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · Phoenix, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor