Foundations Investment Advisors is a SEC Registered Investment Advisor (RIA) that provides many choices for fee-based asset management and financial planning services for agents that are also Series 65 licensed advisors. If you are an Investment Advisor Representative or considering getting licensed, contact Combined Benefits United today to find out how to put the experience of Foundations Investment Advisors to work for your clients.
Offer Your Clients the “Fiduciary” Standard
With the changing financial landscape and regulatory environment, the days of the “insurance only” producer are quickly becoming a thing of the past. Contact Combined Benefits United today to find out how you can be an advocate for your clients and offer them a complete solution for financial management.
$100 Million Producer
Darren Leavitt, CFA®
Chartered Financial Analyst
Laurie Simons, CFP®
Certified Financial Planner
*Advisory services offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser.