Matthew
King
Foundations Investment Advisors LLC
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About this Advisor
Matthew King is a financial advisor based in Phoenix, Arizona, working with Foundations Investment Advisors LLC. Matthew has previously held positions at Waddell & Reed Inc, Good Neighbor Services, LLC, Foresters Financial Services, Inc, Foresters Financial Services, Foresters Advisory Services LLC, Equity Service, Inc, Financiallife Outfitters, LLC, Triad Advisors, Advisory Alpha, LLC, Gosline Retirement Planning, and Foundations Investment Advisors, LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maine. Currently, Matthew 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
Matthew King Work History
Foundations Investment Advisors, LLC
Advisory Alpha, LLC
Gosline Retirement Planning
Equity Service, Inc
Financiallife Outfitters, LLC
Triad Advisors
Foresters Advisory Services LLC
Foresters Financial Services, Inc
Foresters Financial Services
Good Neighbor Services, LLC
Waddell & Reed Inc
Disclosures
Please visit the SEC profile of Matthew King 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
Chattanooga, TN
West Springfield, MA
Bayville, NY
Phoenix, AZ
Henderson, NV
Phoenix, AZ
Phoenix, AZ
Brunswick, ME
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