Samantha
Petter
Foundations Investment Advisors LLC
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About this Advisor
Samantha Petter is a financial advisor based in Phoenix, Arizona, working with Foundations Investment Advisors LLC. Samantha has previously held positions at Fifth Third Bank National Association, Landry's Entertainment Group, Eddie Merlot's Prime Aged Beef and Seafood, UPS, Sidebar A Whiskey Row, Marketplace Restaurant, Eddie Merlot's, University of Louisville, Indiana University-Southeast, Fifth Third Securities, and Foundations Investment Advisors, LLC. Samantha has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Samantha 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
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Fee Structure
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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
Samantha Petter Work History
Foundations Investment Advisors, LLC
Fifth Third Securities
Fifth Third Bank National Association
Landry'S Entertainment Group
Eddie Merlot'S Prime Aged Beef And Seafood
Indiana University- Southeast
Ups
Sidebar A Whiskey Row
Marketplace Restaurant
Eddie Merlot'S
University Of Louisville
Marketplace Restaurant
University Of Louisville
University Of Louisville
Disclosures
Please visit the SEC profile of Samantha Petter 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
Surprise, AZ
Saint George, UT
Phoenix, AZ
Phoenix, AZ
Braintree, MA
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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