Susan
Mcbournie
Foundations Investment Advisors LLC
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About this Advisor
Susan Mcbournie is a financial advisor based in Moultonborough, New Hampshire, working with Foundations Investment Advisors LLC. Susan has previously held positions at Combined Benefits United, Cbc National Bank, Virtue Capital Management, LLC, Foundations Investment Advisors, LLC, and Whitney And Associates. Susan has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Susan is part of Foundations Investment Advisors LLC, which operates out of Moultonborough, New Hampshire. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Susan Mcbournie Work History
Foundations Investment Advisors, LLC
Whitney And Associates
Combined Benefits United
Combined Benefits United
Virtue Capital Management, LLC
Cbc National Bank
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.
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