Friendswood, TX Office

Team
Updated today

Client AUM

$10,069,831,369

Clients

29,615

Advisors

2

Of 296 advisors across 181 offices

Location

333 East Parkwood Avenue

Friendswood TX 77546

Advisors at this office

2

Advisors at this office

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Jared C

Series 66, Series 65

Friendswood, TX

Foundations Investment Advisors LLC

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. He previously worked at AE Wealth Management and operated Carlin Financial Group, where he was involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Matthew C

Series 63, Series 66

Friendswood, TX

Foundations Investment Advisors LLC

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at AE Wealth Management, LLC and Client One Securities, LLC, and has operated his own firm, Matt Carlin & Associates Dba Carlin Financial Group, since 2010. Outside of finance, he is a self-employed playwright. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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