Dustin
Tait

Foundations Investment Advisors LLC

CRD#6295364
Investment Advisor
in Phoenix, AZ

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

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

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

AZ Average: $1,555,372,352
Total Number of Employees

240

AZ Average: 37
Total Number of Accounts

42,079

AZ Average: 1,370
Average Account Size

$129,332

AZ Average: $1,135,308

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

2024 - Present (0 year)

Foundations Investment Advisors, LLC

2024 - Present (0 year)

Freedom First Retirement

2022 - Present (2 years)

Cortez Wealth Advisors, LLC

2022 - Present (2 years)

Freedom First Supply

2022 - Present (2 years)

Freedom First Inc

2021 - 2021 (< 1 year)

Ameriprise Financial Services, LLC

2021 - 2022 (1 year)

Concierge For Advisors

2021 - 2022 (1 year)

Org Partners, LLC

2020 - 2020 (< 1 year)

Triton Pacific Securities, LLC

2020 - 2021 (1 year)

Concierge For Advisors

2019 - 2020 (1 year)

Compass Securities

2015 - 2015 (< 1 year)

J.P. Morgan

2015 - 2019 (4 years)

Catalyst Funds

2014 - 2015 (1 year)

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

Scott Preble
Surprise, AZ
Ernest C'Debaca
Phoenix, AZ
Benjamin Dzialo
Bayville, NY
Jacob Graff
Phoenix, AZ
Dylan Janzen
Phoenix, AZ
Collin Stauffer
Saint George, UT
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
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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