Julia
Newton
Foundations Investment Advisors LLC
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About this Advisor
Julia Newton is a financial advisor operating out of Overland Park, Kansas with 2 years of industry experience. Newton is an advisor for Foundations Investment Advisors LLC. During their career, Newton has held roles at Foundations Investment Advisors, LLC, Dustin Keesler Insurance, Avila University, Grace Umc Winfield, Cowley County Community College, Circles Of Cowley County, Aerotek At Spectrum Brands, Market Advisory Group, Johnson County Community College, Rti and Butler County Community College. Newton has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Foundations Investment Advisors LLC is a financial advisory company that has its headquarters in Phoenix, AZ. It has offices in 85 locations and a total of 229 people on staff. It controls $4 billion in total assets across its 34,273 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. Of its 34,273 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. Fee types billed by Foundations Investment Advisors LLC can consist of some 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
Julia Newton Work History
Julia has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors, LLC
Market Advisory Group
Johnson County Community College
Dustin Keesler Insurance
Avila University
Aerotek At Spectrum Brands
Rti
Circles Of Cowley County
Butler County Community College
Cowley County Community College
Grace Umc Winfield
*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 Julia Newton 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
Sarasota, FL
Plymouth, MA
Phoenix, AZ
Phoenix, AZ
Wayzata, MN
Phoenix, AZ
Moultonborough, NH
Warren, ME
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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.
