Susan
Mcbournie

Foundations Investment Advisors LLC

CRD#6585407
Investment Advisor
in Moultonborough, NH

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About this Advisor

Susan Mcbournie is a financial advisor working in Moultonborough, New Hampshire with 6 years of industry experience. Mcbournie is on the advisory team at Foundations Investment Advisors LLC. Mcbournie has gained experience at Combined Benefits United, Cbc National Bank, Proficio Mortgage, Virtue Capital Management, LLC, Foundations Investment Advisors, LLC and Whitney And Associates. Mcbournie has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Massachusetts and New Hampshire. Foundations Investment Advisors LLC is a company headquartered in Phoenix, AZ. The company has offices in 85 locations and a total of 229 advisors. It controls $4 billion in assets between its 34,273 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 34,273 accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. Foundations Investment Advisors LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Foundations Investment Advisors LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 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

Office Location

Red Hill Business Center 396 Whittier Highway, Suite 1
Moultonborough, NH 03254

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

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

229

NH Average: 37
Total Number of Accounts

34,273

NH Average: 1,370
Average Account Size

$109,710

NH Average: $1,135,308

Investment Advisory Services

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

Susan Mcbournie Work History

Susan has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Foundations Investment Advisors, LLC

2017 - Present (7 years)

Whitney And Associates

2015 - Present (9 years)

Combined Benefits United

2014 - Present (10 years)

Combined Benefits United

2016 - 2017 (1 year)

Virtue Capital Management, LLC

2014 - 2016 (2 years)

Cbc National Bank

2013 - 2014 (1 year)

Proficio Mortgage

*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 Susan Mcbournie 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

Brittany Hagy
Phoenix, AZ
Andrew Harmon
Phoenix, AZ
Murray Titterington
Phoenix, AZ
Alin Lozada
Sarasota, FL
Andrew Williams
Warren, ME
Thomas Fadden
Plymouth, MA
Jacqueline Fursman
Wayzata, MN
Susan Mcbournie
Moultonborough, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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