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Jonathan K
Series 66
Charlotte, NC
Foundations Investment Advisors LLC
Jonathan Kirk is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at Edward Jones, Firstbank, and Home Point Financial. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and discretionary authority to deliver tailored investment advice.
Charles H
Series 66
Charlotte, NC
Foundations Investment Advisors LLC
Charles Hammond IV is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Equitable Advisors, Northwestern Mutual, and Alloy Wealth Management. Outside of his advisory roles, Hammond is also active as an insurance agent specializing in fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers a range of services through a large network of affiliated offices and investment adviser representatives.
Clarence C
Series 65
Charlotte, NC
Foundations Investment Advisors LLC
Clarence Collins is a financial advisor with Foundations Investment Advisors LLC based in Charlotte, NC. He holds a Series 65 designation and has experience working since 2007, including a military career with the U.S. Army and roles at Driven Management, Stay Plugged In, and Alloy Investment Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to deliver tailored investment advice.
Tyler W
Series 63, Series 66
Charlotte, NC
Foundations Investment Advisors LLC
Tyler Washington is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. In addition to his advisory role, Washington is active as an insurance agent, selling fixed annuities and life insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and uses discretionary and non-discretionary authority models while leveraging third-party sub-advisers and custodians.
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