Mario Ray Barrera

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 04/2022
  United Services Automobile Association
  San Antonio, TX
• 05/2022 → 12/2024
  Queen B Advisors, Llc
  San Antonio, TX
• 12/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2022-05-13 → 2024-12-22
  Texas Financial Advisory
  San Antonio, TX
  New Braunfels, TX

Other Businesses

MAGELLAN INSURANCE; 185 KERLICK LN NEW BRAUNFELS, TX 78130; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; INVESTMENT RELATED;SALES AGENT; INDEPENDENT INSURANCE;REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED;40 HRS/MONTH DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-15