Skylar
Anderson
Foundations Investment Advisors LLC
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About this Advisor
Skylar Anderson is a financial advisor who works in Edmond, Oklahoma. Anderson is an advisor for Foundations Investment Advisors LLC. During their career, Anderson has held roles at Aegis Wealth Management, Inc, Cornerstone Retirement Solutions, Sageworks, Dude Solutions, Cypress Community Church, Zeal Development Company and Foundations Investment Advisors, LLC. Anderson maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Oklahoma and Texas. Foundations Investment Advisors LLC is a registered investment business operating out of Phoenix, AZ. It has offices in 85 locations and a total of 229 advisors. It has $4 billion in assets under management among its 34,273 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 34,273 client accounts, 15% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on the type of services offered. Fees charged by Foundations Investment Advisors LLC most likely consist of 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
Skylar Anderson Work History
Skylar has been registered as a financial advisor for 0 years.*
Foundations Investment Advisors, LLC
Cornerstone Retirement Solutions
Aegis Wealth Management, Inc
Zeal Development Company
Cypress Community Church
Dude Solutions
Sageworks
*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 Skylar Anderson 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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