Jeffrey
Truchon
Foundations Investment Advisors LLC
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About this Advisor
Jeffrey Truchon is a financial advisor based out of Phoenix, Arizona with 7 years of relevant experience. Truchon is an employee of Foundations Investment Advisors LLC. Throughout their career, Truchon has worked at Foundations Investment Advisors, LLC, Independent Insurance Agent - Combined Benefits United, Enterprise Rent-A-Car, Texas Roadhouse and Sovereign Wealth Management, LLC. Truchon has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Maine and Texas. Foundations Investment Advisors LLC is a financial advisory firm operating out of Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 advisors. It has $4 billion in assets among its 34,273 accounts, placing it among the largest firms in the nation by assets under management. The firm advises one charities and foundations. Of its 34,273 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Foundations Investment Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the type of services. Fee types charged by Foundations Investment Advisors LLC likely include any 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
Jeffrey Truchon Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Sovereign Wealth Management, LLC
Foundations Investment Advisors, LLC
Independent Insurance Agent - Combined Benefits United
Enterprise Rent-A-Car
Texas Roadhouse
*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 Jeffrey Truchon 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
Phoenix, AZ
Phoenix, AZ
Moultonborough, NH
Plymouth, MA
Warren, ME
Phoenix, AZ
Wayzata, MN
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