William Joseph Revoir

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

• 07/1979 → 03/2019
  William J. Revoir & Associates
  Clinton Township, MI
• 04/2012 → Present
  Quest Commonwealth, Llc
  Bingham Farms, MI
• 06/2015 → 12/2017
  Global Financial Private Capital
  Sarasota, FL
• 03/2019 → 08/2023
  Changepath, Llc
  Leawood, KS
• 08/2023 → Present
  Foundations Investment Advisors, Llc
  Bingham Farms, MI

Previous Registrations

• 2019-03-29 → 2023-08-03
  Creativeone Wealth, Llc
  Troy, MI
  Overland Park, KS
  Bingham Farms, MI
• 2018-01-02 → 2019-03-29
  Corecap Advisors
  Clinton Twp, MI
  Southfield, MI
• 2015-06-09 → 2017-12-31
  Global Financial Private Capital, Inc.
  Troy, MI
  Sarasota, FL
• 2013-08-01 → 2015-06-08
  Corecap Advisors
  Southfield, MI
  Troy, MI
• 2011-07-29 → 2013-04-12
  Equitable Advisors, Llc
  Troy, MI
• 2011-02-16 → 2011-07-12
  Osaic Fa, Inc.
  Southfield, MI

Other Businesses

QUEST COMMONWEALTH, LLC; INVESTMENT RELATED; BINGHAM FARMS MI, 48025; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 07/1979; 160 HOURS PER MONTH, 80 OF WHICH ARE DURING TRADING HOURS.QUEST FINANCIAL, LLC - DBA; NON-INVESTMENT RELATED; BINGHAM FARMS MI, 48025; OWNER; SINCE 04/2012; 8 HOURS PER MONTH NONE OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-14
• S63 Uniform Securities Agent State Law Examination
  2009-06-30