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Coby C
Series 66
Houston, TX
Foundations Investment Advisors LLC
Coby Culpepper is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AE Wealth Management, Impact Partners Financial, and Edward Jones. Culpepper is also involved in insurance sales as an associate advisor with Impact Partners Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.
Wyatt B
Series 63, Series 65
Houston, TX
Foundations Investment Advisors LLC
Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC based in Houston, TX. He holds the Series 63 and Series 65 licenses and has five years of industry experience. Broome's background includes positions at Fidelity Investments, Purshe Kaplan Sterling Investments, and AE Wealth Management. He is also an associate advisor with Impact Partners Financial, where he is involved in insurance sales. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.
David L
Series 66
Houston, TX
Foundations Investment Advisors LLC
David Lee is a financial advisor with Foundations Investment Advisors LLC in Houston, TX. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Edward Jones and LPL Financial. Lee is also involved in insurance sales through Impact Partners Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.
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