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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
2134 Main St. #240, Huntington Beach, CA 92648 • 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 |
|---|---|---|---|---|
| Broadridge Advisor Solutions | San Diego | CA | 10/2021 | Present |
| Aloha Wealth Partners | Encinitas | CA | 04/2021 | 09/2022 |
| Elite Advisory Group | Huntington Beach | CA | 05/2019 | 03/2021 |
| Cambridge Financial | Orem | UT | 10/2017 | 03/2018 |
| Utah Valley University | Orem | UT | 08/2016 | 05/2019 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 09/2022 | Present |
| Elite Advisory Group | Huntington Beach | CA | 09/2022 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE & HEALTH); ELITE ADVISORY GROUP, FINANCIAL PLANNER, INVESTMENT RELATED; BROADRIDGE ADVISOR SOLUTIONS, SENIOR ACCOUNT EXECUTIVE, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-22 |
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