Casey
Elkins
Foundations Investment Advisors LLC
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About this Advisor
Casey Elkins is a financial advisor working in Phoenix, Arizona with 2 years of industry experience. Elkins is an employee of Foundations Investment Advisors LLC. Throughout their career, Elkins has worked at Elevated Capital Advisors, LLC, Rust Automation & Controls, United Rentals, Baker Corp, Ryan Herco Flow Solutions, Rust Automation And Controls, Battery Systems, Custom Deluxe Auto and Foundations Investment Advisors LLC. Elkins holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Washington. Foundations Investment Advisors LLC is a registered investment business that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 advisors. It handles $4 billion in assets across its 34,273 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 34,273 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the services. Fee types charged by Foundations Investment Advisors LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Casey Elkins Work History
Casey has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors LLC
Elevated Capital Advisors, LLC
Rust Automation & Controls
United Rentals
Baker Corp
Ryan Herco Flow Solutions
Rust Automation And Controls
Battery Systems
Custom Deluxe Auto
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Casey Elkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Phoenix, AZ
Moultonborough, NH
Sarasota, FL
Warren, ME
Phoenix, AZ
Plymouth, MA
Phoenix, AZ
Wayzata, MN
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