Andrew
Perry
Foundations Investment Advisors LLC
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About this Advisor
Andrew Perry is a financial advisor based in Denver, Colorado, working with Foundations Investment Advisors LLC. Andrew has previously held positions at Denali, Invest Financial Corporation, Lpl Financial LLC, Personal Capital Advisors Corporation, Securian Financial Services Inc, Minnesota Life Insurance Co, Strategic Financial Partners, Edgerock Wealth Management, and Foundations Investment Advisors, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Andrew is part of Foundations Investment Advisors LLC, which operates out of Denver, Colorado. 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
Andrew Perry Work History
Foundations Investment Advisors, LLC
Edgerock Wealth Management
Securian Financial Services Inc
Minnesota Life Insurance Co
Strategic Financial Partners
Personal Capital Advisors Corporation
Personal Capital Advisors Corporation
Lpl Financial LLC
Denali
Invest Financial Corporation
Disclosures
Please visit the SEC profile of Andrew Perry 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
Charlotte, NC
Braintree, MA
Saint George, UT
Bayville, NY
Phoenix, AZ
Phoenix, AZ
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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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.
