Kevin
Frisbie

Foundations Investment Advisors LLC

CRD#5227126
Investment Advisor
in Lewiston, ME

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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

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

Yes

Office Location

Lewiston, ME

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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

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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.

2015 - Present (6 years)

Foundations Investment Advisors, LLC

2006 - Present (15 years)

National Life Of Vt

Disclosures

Kevin Frisbie has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foundations Investment Advisors LLC

Shelly Logan
Columbiana, OH
Sean Hughes
Schaumburg, IL
Paul Roberts
Biloxi, MS
Ryan Breedwell
Sacramento, CA
Gregory Lynch
Franklin, TN
Miles Whitlock
Scottsdale, AZ
Tracy Walstad
Mesa, AZ
Damien Clark
Scottsdale, AZ
Learn more about
Foundations Investment Advisors LLC

This content was compiled from the SEC and FINRA.

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