Timothy
Mcdermott
Foundations Investment Advisors LLC
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About this Advisor
Timothy Mcdermott is a financial advisor who works out of Phoenix, Arizona with 2 years of relevant experience. Mcdermott works at Foundations Investment Advisors LLC. Throughout their career, Mcdermott has worked at Prosperity Capital Group, Inc, Asset Protector & Advisors Of Fl, Inc, Personal Defense & Handgun Safety Center Inc, Carroll Financial Associates, Inc, Peak Alpha Wealth Management, LLC, Ae Wealth Management, LLC, Guardian Investment Advisors, LLC, Asset Protector and Foundations Investment Advisors. Mcdermott holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Florida, Georgia, North Carolina, Tennessee and Texas. Foundations Investment Advisors LLC is a financial advisory firm that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 advisors. It administers $4 billion in assets under management across its 34,273 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 34,273 customer accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Foundations Investment Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on the services provided. Fees charged by Foundations Investment Advisors LLC likely consist of any combination 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
Timothy Mcdermott Work History
Timothy has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors
Guardian Investment Advisors, LLC
Asset Protector & Advisors Of Fl, Inc
Ae Wealth Management, LLC
Carroll Financial Associates, Inc
Peak Alpha Wealth Management, LLC
Prosperity Capital Group, Inc
Asset Protector
Personal Defense & Handgun Safety Center Inc
*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 Timothy Mcdermott 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
Warren, ME
Plymouth, MA
Phoenix, AZ
Phoenix, AZ
Sarasota, FL
Moultonborough, NH
Wayzata, MN
Phoenix, AZ
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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