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 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

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

$5,442,145,599

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

240

NH Average: 37
Total Number of Accounts

42,079

NH Average: 1,370
Average Account Size

$129,332

NH Average: $1,135,308

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

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

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

Nathan Faldmo
Phoenix, AZ
Ernest C'Debaca
Phoenix, AZ
Benjamin Dzialo
Bayville, NY
Darren Lundy
Phoenix, AZ
Jacob Ciechon
Phoenix, AZ
Collin Stauffer
Saint George, UT
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
West Springfield, MA

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