Joshua
Curtis
Foundations Investment Advisors LLC
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About this Advisor
Joshua Curtis is a financial advisor based in Midlothian, Virginia, working with Foundations Investment Advisors LLC. Joshua has previously held positions at Northwestern Mutual Investment Services LLC, Ricoh Usa, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company, Mml Investors Services, LLC, Mac Accounting, Foundations Investment Advisors LLC, Eqb Strategy, Sphinx Investments LLC, and Enliven LLC. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Joshua is part of Foundations Investment Advisors LLC, which operates out of Midlothian, Virginia. 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
Joshua Curtis Work History
Sphinx Investments LLC
Foundations Investment Advisors LLC
Eqb Strategy
Massmutual Life Insurance Company
Mml Investors Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Mac Accounting
Ricoh Usa
Enliven LLC
Disclosures
Please visit the SEC profile of Joshua Curtis 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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