Alex
Perez
Foundations Investment Advisors LLC
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About this Advisor
Alex Perez is a financial advisor based in San Antonio, Texas, working with Foundations Investment Advisors LLC. Alex has previously held positions at Ofg Financial Services, Inc, Spectrum Advisory Group, LLC, Foundations Investment Advisors LLC, Principal Life Insurance Company, and Principal Securities Inc. Alex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Alex is part of Foundations Investment Advisors LLC, which operates out of San Antonio, Texas. 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
Alex Perez Work History
Foundations Investment Advisors LLC
Spectrum Advisory Group, LLC
Principal Life Insurance Company
Principal Securities Inc
Ofg Financial Services, Inc
Disclosures
Please visit the SEC profile of Alex Perez 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
Chattanooga, TN
Bayville, NY
Charlotte, NC
Phoenix, AZ
Saint George, UT
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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