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Michael Lankford

Foundations Investment Advisors LLC

Tampa, FL

Phoenix, AZ

CRD 8298160

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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:

Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-26

Branch Locations

Tampa, FL • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foundations Investment Advisors, Llc Tampa FL 06/2026 Present
Big Financial Services, Llc Tampa FL 06/2026 Present
Hillsborough County Schools Tampa FL 07/2010 06/2026
  • 06/2026 → Present
    Tampa, FL
  • 06/2026 → Present
    Big Financial Services, Llc
    Tampa, FL
  • 07/2010 → 06/2026
    Hillsborough County Schools
    Tampa, FL
Other Businesses

BIG FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 10150 HIGHLAND MANOR DR SUITE 200 TAMPA, FL 33610; INSURANCE; INSURANCE AGENT; START DATE: 06/2026; 20 HRS/MO DEVOTED TO OTHER BUSINESS; 20 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; SELLS LIFE INSURANCE, HEALTH INSURANCE AND ANNUITIES TO CLIENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

View on SEC IAPD

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