Linda
Roberts
Foundations Investment Advisors LLC
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About this Advisor
Linda Roberts is a financial advisor based in Palm Bay, Florida, working with Foundations Investment Advisors LLC. Linda has previously held positions at Citizen Advisory Group, Alphastar Capital Management, LLC, Planners Alliance LLC, Advisory Alpha, LLC, Foundations Investment Advisors, LLC, and Truepath Financial Design. Linda has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Linda is part of Foundations Investment Advisors LLC, which operates out of Palm Bay, Florida. 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
Linda Roberts Work History
Foundations Investment Advisors, LLC
Truepath Financial Design
Advisory Alpha, LLC
Citizen Advisory Group
Planners Alliance LLC
Alphastar Capital Management, LLC
Disclosures
Please visit the SEC profile of Linda Roberts 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
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Bayville, NY
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Braintree, MA
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