William
Riggs

Foundations Investment Advisors LLC

CRD#7285473
Investment Advisor
in Lake Mary, FL

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About this Advisor

William Riggs is a financial advisor based in Lake Mary, Florida, working with Foundations Investment Advisors LLC. William has previously held positions at The Vanguard Group, Inc, Douglas Southall Freeman, University Of South Carolina, Doordash, Virginia Swim Camp, and The Hidden Health Solution. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, William is part of Foundations Investment Advisors LLC, which operates out of Lake Mary, 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 International Pkwy Ste 134
Lake Mary, FL 32746

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

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

240

FL Average: 37
Total Number of Accounts

42,079

FL Average: 1,370
Average Account Size

$129,332

FL Average: $1,135,308

Investment Advisory Services

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

William Riggs Work History

2024 - Present (0 year)

The Hidden Health Solution

2022 - 2023 (1 year)

The Vanguard Group, Inc

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2021 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Doordash

2017 - 2017 (< 1 year)

Virginia Swim Camp

2016 - 2020 (4 years)

University Of South Carolina

2012 - 2016 (4 years)

Douglas Southall Freeman

Disclosures

Please visit the SEC profile of William Riggs 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

Mackenzie Varrialle
Braintree, MA
Darren Lundy
Phoenix, AZ
Collin Stauffer
Saint George, UT
Byron Jimmerson
Phoenix, AZ
Michael Willard
Charlotte, NC
Benjamin Dzialo
Bayville, NY
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
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.

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