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Coby C
Series 66
Houston, TX
Foundations Investment Advisors LLC
Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.
Wyatt B
Series 63, Series 65
Houston, TX
Foundations Investment Advisors LLC
Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at AE Wealth Management, Fidelity Investments, Purshe Kaplan Sterling Investments, and 49 Financial. He is also associated with Impact Partners Financial, where he engages in insurance sales. Foundations Investment Advisors 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 utilizes model portfolios with discretionary or non-discretionary authority assigned to its representatives.
David L
Series 66
Houston, TX
Foundations Investment Advisors LLC
David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.
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