Jeffrey
Truchon

Foundations Investment Advisors LLC

CRD#6687105
Investment Advisor
in Lewiston, ME

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

656 Main Street
Lewiston, ME 04240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$1,202,599,572

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

134

ME Average: 37
Total Number of Accounts

10,425

ME Average: 1,370
Average Account Size

$115,357

ME Average: $1,135,308

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2016 - Present (5 years)

Foundations Investment Advisors, LLC

2016 - Present (5 years)

Independent Insurance Agent - Combined Benefits United

2013 - 2016 (3 years)

Enterprise Rent-A-Car

2012 - 2013 (1 year)

Town & Country Federal Credit Union

2011 - 2013 (2 years)

Texas Roadhouse

2009 - 2011 (2 years)

Bank Of America

2006 - 2010 (4 years)

College Student

Disclosures

Jeffrey Truchon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foundations Investment Advisors LLC

Paul Roberts
Biloxi, MS
Ryan Breedwell
Sacramento, CA
Jimmy Hagy
Scottsdale, AZ
Damien Clark
Scottsdale, AZ
Brian Quaranta
Zelienople, PA
Ernest C'Debaca
Scottsdale, AZ
Tracy Walstad
Mesa, AZ
Rhonda Underwood
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started