Joshua
Curtis
Foundations Investment Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Curtis is a financial advisor operating out of Midlothian, Virginia with 2 years of industry experience. Curtis is an employee of Foundations Investment Advisors LLC. Throughout their career, they have worked at Enliven LLC, 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 and Foundations Investment Advisors LLC. Curtis holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Texas and Virginia. Foundations Investment Advisors LLC is a registered investment business that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 financial advisors. It controls $4 billion in assets under management across its 34,273 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 34,273 accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees charged by Foundations Investment Advisors LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Joshua Curtis Work History
Joshua has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors LLC
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
*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 Joshua Curtis 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
Phoenix, AZ
Warren, ME
Plymouth, MA
Wayzata, MN
Phoenix, AZ
Sarasota, FL
Moultonborough, NH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
