Camp Hill, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,069,831,369
ClientsTotal clients
29,615
AdvisorsAdvisors at this office
2
Of 295 advisors across 179 offices
Location
1517 Cedar Cliff Dr, Suite 201
Camp Hill PA 17011
Advisors at this office
2
Advisors at this office
Andrew O
Series 65, Series 63
Camp Hill, PA
Foundations Investment Advisors LLC
Andrew Ogle is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. In addition to his advisory role, he is involved as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans utilizing insurance products. 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 uses a blend of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority assignments.
Joseph D
Series 65
Camp Hill, PA
Foundations Investment Advisors LLC
Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.
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