Jimmy
Hagy
Foundations Investment Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jimmy Hagy is a financial advisor based in Phoenix, Arizona with a total of 6 years of relevant experience. Hagy works at Foundations Investment Advisors LLC. During their career, Hagy has held roles at Grace Covenant Church, Self Employed - Independent Insurance Agent, Southbay Church and Foundations Investment Advisors, LLC. Hagy holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Tennessee. Foundations Investment Advisors LLC is a registered investment company operating out of Phoenix, AZ. The company has offices in 85 locations and a total of 229 people on staff. It administers $4 billion in total assets across its 34,273 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 34,273 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets. Foundations Investment Advisors LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on which services the firm provides the client. Fee types billed by Foundations Investment Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jimmy Hagy Work History
Jimmy has been registered as a financial advisor for 6 years.*
Foundations Investment Advisors, LLC
Self Employed - Independent Insurance Agent
Southbay Church
Grace Covenant Church
*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 Jimmy Hagy 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
Moultonborough, NH
Phoenix, AZ
Phoenix, AZ
Sarasota, FL
Phoenix, AZ
Warren, ME
Plymouth, MA
Wayzata, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
