Foundations Investment Advisors LLC
About this Advisor
Jeffrey Truchon is a financial advisor located in Lewiston, Maine. Currently a registered financial advisor at Foundations Investment Advisors LLC, Truchon has 14 years of practice in the financial advisory industry. Truchon holds a Series 65 license, designating them as an investment advisor representative. Truchon is able to work with investors based out of Maine. Over the course of their career, Truchon has held roles at Foundations Investment Advisors, LLC, Independent Insurance Agent - Combined Benefits United, Enterprise Rent-A-Car, Town & Country Federal Credit Union, Bank Of America, College Student and Texas Roadhouse. Foundations Investment Advisors LLC is located in Lewiston, Maine, and has 84 locations throughout the United States. In aggregate, Foundations Investment Advisors LLC manages $1 billion in assets throughout 10,425 accounts and employs more than 134 people. The amount of assets the firm manages makes it one of the bigger firms in the country. The firm manages 10,070 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Foundations Investment Advisors LLC offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Foundations Investment Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Truchon Work History
Jeffrey has 14 years of experience.
Foundations Investment Advisors, LLC
Independent Insurance Agent - Combined Benefits United
Town & Country Federal Credit Union
Bank Of America
Jeffrey Truchon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Foundations Investment Advisors LLC