Dustin
Tait
Foundations Investment Advisors LLC
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About this Advisor
Dustin Tait is a financial advisor based in Phoenix, Arizona, working with Foundations Investment Advisors LLC. Dustin has previously held positions at Neuberger Berman LLC, J.P. Morgan, Ameriprise Financial Services, LLC, Concierge For Advisors, Triton Pacific Securities, LLC, Catalyst Funds, Org Partners, LLC, Compass Securities, Cortez Wealth Advisors, LLC, Foundations Investment Advisors, LLC, Freedom First Retirement, Freedom First Supply, and Freedom First Inc. Dustin has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Dustin is part of Foundations Investment Advisors LLC, which operates out of Phoenix, 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
Dustin Tait Work History
Foundations Investment Advisors, LLC
Freedom First Retirement
Cortez Wealth Advisors, LLC
Freedom First Supply
Freedom First Inc
Ameriprise Financial Services, LLC
Concierge For Advisors
Org Partners, LLC
Triton Pacific Securities, LLC
Concierge For Advisors
Compass Securities
J.P. Morgan
Catalyst Funds
Neuberger Berman LLC
Disclosures
Please visit the SEC profile of Dustin Tait 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
Braintree, MA
Bayville, NY
Charlotte, NC
Phoenix, AZ
Phoenix, AZ
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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