David
Lundberg
Foundations Investment Advisors LLC
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About this Advisor
David Lundberg is a financial advisor based in Mesa, Arizona, working with Foundations Investment Advisors LLC. David has previously held positions at Charles Schwab, University Of Phoenix, Army National Guard, Merrill Edge, Bank Of America, N.A, Helium Advisors, LLC, Equitable Advisors, LLC, American United Life, Oneamerica Securities, Nylife Securities LLC, New York Life Insurance Company, Sound Income Strategies LLC, and Foundations Investment Advisors, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, David is part of Foundations Investment Advisors LLC, which operates out of Mesa, Arizona. 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
David Lundberg Work History
Foundations Investment Advisors, LLC
Sound Income Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
American United Life
Oneamerica Securities
Helium Advisors, LLC
Equitable Advisors, LLC
Merrill Edge
Bank Of America, N.A
N/A
Charles Schwab
Na
Army National Guard
University Of Phoenix
Disclosures
Please visit the SEC profile of David Lundberg 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
Braintree, MA
Surprise, AZ
Charlotte, NC
Phoenix, AZ
Bayville, NY
Saint George, UT
Phoenix, AZ
West Springfield, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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