Foundations Investment Advisors (FIA) is a Registered Investment Advisor (RIA) that provides a platform for fee-based asset management for Series 65 licensed advisors nationwide. Our in house CFA® provides active portfolio management for retirees, with a goal to minimize market risk while helping maximizing returns. 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 Advisor.