Foundations Investment Advisors LLC
About this Advisor
Kevin Frisbie is an investment advisor who lives in Lewiston, Maine. Currently a registered advisor at Foundations Investment Advisors LLC, Frisbie has 14 years of work experience. Frisbie has a Series 65 license, qualifying them as an investment advisor representative. Frisbie can operate based out of Maine. Frisbie has gained experience at Foundations Investment Advisors, LLC and National Life Of Vt. Foundations Investment Advisors LLC is based out of Lewiston, Maine, and has 84 other locations throughout the United States. Overall, Foundations Investment Advisors LLC manages $1 billion in assets dispersed across 10,425 client accounts and employs more than 134 people. The amount of assets the firm manages makes it one of the bigger financial advisory firms in the country. The firm manages 10,070 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Foundations Investment Advisors LLC can offer 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
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Frisbie Work History
Kevin has 14 years of experience.
Foundations Investment Advisors, LLC
National Life Of Vt
Kevin Frisbie has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Foundations Investment Advisors LLC