Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 2519484
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 | 2025-09-18 |
| CO | RA | APPROVED | 2020-01-07 |
Branch Locations
San Marcos, TX • United States
4861 Williams Dr Suite 105 Unit D, Georgetown, TX 78633 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
744 Horizon Court Suite 350, Grand Junction, CO 81506 • 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 |
|---|---|---|---|---|
| Avant-Garde Advisors Llc | Grand Junction | CO | 11/2013 | 12/2016 |
| Retirement Outfitters, Llc | Grand Junction | CO | 02/2009 | Present |
| Foundations Investment Advisors, Llc | Grand Junction | CO | 12/2019 | Present |
| Wealthsource Partners, Llc | Grand Junction | CO | 01/2016 | 12/2019 |
RETIREMENT OUTFITTERS, LLC; INVESTMENT RELATED BUSINESS; 744 HORIZON COURT, SUITE 350, GRAND JUNCTION, COLORADO 81506; INSURANCE AGENCY; PRESIDENT AND OWNER; JANUARY 2006 START DATE AND FEBRUARY 26, 2009 START DATE FOR INSURANCE SALES; APPROXIMATELY 70 HOURS/MONTH DEVOTED TO RETIREMENT OUTFITTERS, LLC; APPROXIMATELY 2.6 HOUR/DAY DURING SECURITIES TRADING HOURS DEVOTED TO RETIREMENT OUTFITTERS, LLC; INSURANCE SALES AND MARKETING DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
Reach out to this advisor