The Woodlands, TX Hughes Landing Blvd 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
1780 Hughes Landing Blvd, Suite 280
The Woodlands TX 77380
Advisors at this office
2
Advisors at this office
Scott H
CFP®, ChFC®, Series 65
The Woodlands, TX
Foundations Investment Advisors LLC
Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.
Joseph A
Series 63, Series 65
The Woodlands, TX
Foundations Investment Advisors LLC
Joseph Anderson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SHP Wealth Management, LLC and SHP Financial, LLC, and also operates as an independent insurance agent providing annuity and insurance solutions. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers.
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