Paul
Roberts
Foundations Investment Advisors LLC
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About this Advisor
Paul Roberts is a financial advisor operating out of Phoenix, Arizona who has 6 years of relevant experience. Roberts works at Foundations Investment Advisors LLC. During their career, Roberts has held roles at Roberts Wealth Management, Roberts Wealth Management Of Ms, LLC and Foundations Investment Advisors, LLC. Roberts has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Alabama, Florida, Louisiana, Mississippi and Texas. Foundations Investment Advisors LLC is an advisory company based in Phoenix, AZ. The company has offices in 85 locations and a total of 229 people on staff. It administers $4 billion in assets under management across its 34,273 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 34,273 accounts, 15% belong to high-net-worth clients who have more than $1 million in 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 advisory services largely are based on which services the firm provides the client. Fee types charged by Foundations Investment Advisors LLC likely include 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
Paul Roberts Work History
Paul has been registered as a financial advisor for 6 years.*
Foundations Investment Advisors, LLC
Roberts Wealth Management Of Ms, LLC
Roberts Wealth Management
*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 Paul Roberts 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
Wayzata, MN
Warren, ME
Phoenix, AZ
Plymouth, MA
Sarasota, FL
Phoenix, AZ
Moultonborough, NH
Phoenix, AZ
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