Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-08 |
Branch Locations
7027 Old Madison Pike Nw Suite 108, Huntsville, AL 35806 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Huntsville | AL | 08/2015 | 10/2023 |
| Keel Point, Llc | Huntsville | AL | 10/2023 | 07/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 08/2025 | Present |
MCGREGOR FINANCIAL GROUP; INVESTMENT RELATED; 7027 OLD MADISON PIKE NW, SUITE 108, HUNTSVILLE, AL 35806; INSURANCE AND ANNUITIES; FINANCIAL ADVISOR; CONNECT CLIENTS WITH SOLUTIONS FOR THEIR INSURANCE NEEDS; STARTED: 07/2025; DEVOTES 30 HOURS A MONTH; 20 HOURS A MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
Reach out to this advisor