Michael
Willard
Foundations Investment Advisors LLC
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About this Advisor
Michael Willard is a financial advisor based in Charlotte, North Carolina, working with Foundations Investment Advisors LLC. Michael has previously held positions at Edward Jones, Wyndham Capital Mortgage, Movement Mortgage, LLC, Alloy Wealth Management, Inc, Foundations Investment Advisors LLC, Formulafolio Investments, LLC, and Alloy Wealth Holdings, LLC Dba Alloy Investment Management. Michael has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Michael is part of Foundations Investment Advisors LLC, which operates out of Charlotte, North Carolina. 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
Michael Willard Work History
Alloy Wealth Management, Inc
Foundations Investment Advisors LLC
Alloy Wealth Holdings, LLC Dba Alloy Investment Management
Formulafolio Investments, LLC
Edward Jones
Movement Mortgage, LLC
Wyndham Capital Mortgage
Disclosures
Please visit the SEC profile of Michael Willard 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
Phoenix, AZ
Surprise, AZ
Charlotte, NC
Bayville, NY
Braintree, MA
Phoenix, AZ
Phoenix, AZ
West Springfield, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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