Peter
Mason
Foundations Investment Advisors LLC
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About this Advisor
Peter Mason is a certified financial planner operating out of Huntington Beach, California who has 1 year of industry experience. Mason currently works for Foundations Investment Advisors LLC. During their career, Mason has held roles at Broadridge Advisor Solutions, Aloha Wealth Partners, Elite Advisory Group, Cambridge Financial, Western National Contractors, Utah Valley University, Foundations Investment Advisors, LLC, Church Of Jesus Christ Of Latter Day Saints, Orange Coast College, Romano Cucina and Bringham Young University. Mason maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California. Foundations Investment Advisors LLC is an advisory business that has its headquarters in Phoenix, AZ. It has offices in 85 locations and a total of 229 people on staff. It manages $4 billion in assets under management among its 34,273 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 34,273 accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the services. Fee types billed by Foundations Investment Advisors LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Peter Mason Work History
Peter has been registered as a financial advisor for 1 years.*
Foundations Investment Advisors, LLC
Elite Advisory Group
Broadridge Advisor Solutions
Aloha Wealth Partners
Elite Advisory Group
Cambridge Financial
Western National Contractors
Utah Valley University
Romano Cucina
Bringham Young University
Orange Coast College
Church Of Jesus Christ Of Latter Day Saints
*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 Peter Mason 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
Sarasota, FL
Warren, ME
Phoenix, AZ
Moultonborough, NH
Plymouth, MA
Phoenix, AZ
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.
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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.
