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Caleb C
Series 65
Edmond, OK
Foundations Investment Advisors LLC
Caleb Caldwell is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, OrangeTheory Fitness, and Olive Garden. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through a network of nearly 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.
Derek C
Series 65
Edmond, OK
Foundations Investment Advisors LLC
Derek Colton is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2023, following prior roles at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group. Colton also serves as president and independent insurance agent for Safe Money Financial Group, providing insurance and annuity solutions. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services tailored to individuals, trusts, estates, and registered investment companies.
Colton G
Series 63, Series 65
Edmond, OK
Foundations Investment Advisors LLC
Colton Garcia is an advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 designations. He has less than one year of industry experience. His prior work includes roles at Cornerstone Capital Management, State Farm, Hobby Lobby, FedEx, and service in the Army. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.
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