Lance
Gilman

Foundations Investment Advisors LLC

CRD#6599419
Investment Advisor
in Phoenix, AZ

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About this Advisor

Lance Gilman is a financial advisor who works out of Phoenix, Arizona who has 7 years of industry experience. Gilman is on the advisory team at Foundations Investment Advisors LLC. Their career trajectory has included roles at Igt Management / Retirement Planning Division, Maine Math & Science Alliance, Igt Management and Foundations Investment Advisors, LLC. Gilman maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Connecticut, Maine and Texas. Foundations Investment Advisors LLC is an advisory company based in Phoenix, AZ. It has offices in 85 locations and a total of 229 people on staff. It controls $4 billion in assets under management among its 34,273 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 34,273 accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services vary depending on the type of services. Fee types billed by Foundations Investment Advisors LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4310 E. Cotton Center Blvd. Suite 120
Phoenix, AZ 85040

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

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

229

AZ Average: 37
Total Number of Accounts

34,273

AZ Average: 1,370
Average Account Size

$109,710

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lance Gilman Work History

Lance has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Foundations Investment Advisors, LLC

2014 - Present (10 years)

Igt Management / Retirement Planning Division

2009 - Present (15 years)

Igt Management

2010 - 2017 (7 years)

Maine Math & Science Alliance

*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 Lance Gilman 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

Jacqueline Fursman
Wayzata, MN
Alin Lozada
Sarasota, FL
Murray Titterington
Phoenix, AZ
Brittany Hagy
Phoenix, AZ
Thomas Fadden
Plymouth, MA
Susan Mcbournie
Moultonborough, NH
Andrew Williams
Warren, ME
Andrew Harmon
Phoenix, AZ

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.

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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.

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