Timothy
Short
Foundations Investment Advisors LLC
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About this Advisor
Timothy Short is a financial advisor operating out of Richmond, Virginia with a total of 2 years of relevant experience. Short is an advisor for Foundations Investment Advisors LLC. Throughout their career, they have worked at Foundations Investment Advisors LLC, Lowe'S Home Improvement, Wealth Preservers, Inc and Wpi Holdings. Short maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Texas and Virginia. Foundations Investment Advisors LLC is an advisory business operating out of Phoenix, AZ. The firm has offices in 85 locations and a total of 229 financial advisors. It manages $4 billion in assets under management among its 34,273 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 34,273 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in investable assets. Foundations Investment Advisors LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which services are provided. Fee types charged by Foundations Investment Advisors LLC can include 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 Short Work History
Timothy has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors LLC
Wpi Holdings
Wealth Preservers, Inc
Lowe'S Home Improvement
*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 Short 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
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