Brennan
Kim
Foundations Investment Advisors LLC
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About this Advisor
Brennan Kim is a financial advisor based in Mobile, Alabama, working with Foundations Investment Advisors LLC. Brennan has previously held positions at Foundations Investment Advisors, LLC, Roberts Wealth Management, and Aflac. Brennan has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Mississippi. Currently, Brennan is part of Foundations Investment Advisors LLC, which operates out of Mobile, Alabama. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brennan Kim Work History
Foundations Investment Advisors, LLC
Roberts Wealth Management
Aflac
N/A
Disclosures
Please visit the SEC profile of Brennan Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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