Emily
Arnold

Foundations Investment Advisors LLC

CRD#5649098
Investment Advisor
in Denver, CO

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About this Advisor

Emily Arnold is a financial advisor based in Denver, Colorado, working with Foundations Investment Advisors LLC. Emily has previously worked at Massmutual Life Insurance Company, Mml Investors Services LLC, United Planners' Financial Services Of America A Limited Partner, Buck Wealth Strategies, Madison Avenue Securities, E.A Buck Insurance Dba Buck Financial Services, Ae Wealth Management, LLC, Ltcpro, LLC Dba Federal Benefits Made Simple, and Foundations Investment Advisors, LLC. Emily has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Emily is part of Foundations Investment Advisors LLC, which operates in Denver, Colorado. The firm has 85 offices and 284 employees. Foundations Investment Advisors LLC manages $7.2 billion in assets and serves high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Denver, CO

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$7,184,472,288

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

284

CO Average: 37
Total Number of Accounts

53,653

CO Average: 1,370
Average Account Size

$133,906

CO Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Educational seminars/workshops

Emily Arnold Work History

2024 - Present (1 year)

Ltcpro, LLC Dba Federal Benefits Made Simple

2024 - Present (1 year)

Foundations Investment Advisors, LLC

2022 - Present (3 years)

Madison Avenue Securities

2022 - Present (3 years)

E.A Buck Insurance Dba Buck Financial Services

2024 - 2024 (< 1 year)

Ae Wealth Management, LLC

2022 - 2024 (2 years)

Buck Wealth Strategies

2020 - 2022 (2 years)

United Planners' Financial Services Of America A Limited Partner

2013 - 2020 (7 years)

Massmutual Life Insurance Company

2013 - 2020 (7 years)

Mml Investors Services LLC

Disclosures

Please visit the SEC profile of Emily Arnold 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

Dominic Glasson
Phoenix, AZ
Andrei Tipurita
Farmington, MI
Blake Oliver
Brighton, MI
Ethan Edwards
Charlotte, NC
Ryan Kelly
Phoenix, AZ
Kenneth Mckenzie
Eagle River, AK
Augustus Skinner
Phoenix, AZ
Cody Taymore
Warren, MI

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