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Alexander Vasilis Halavazis

Foundation Wealth & TAX Advisors, LLC

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About Alexander Vasilis Halavazis

Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC. Alexander is a registered Investment Advisor in Florida, Maryland, North Carolina, South Carolina, and Virginia. Alexander has been in the financial services industry since 2013. Alexander has experience with both individual and business clients and specializes in financial planning and portfolio management.

Firm Information

Alexander Halavazis is currently registered with Foundation Wealth & TAX Advisors, LLC. Foundation Wealth & TAX Advisors, LLC is an independent financial advisory firm based in Phoenix, Arizona. The firm provides financial planning and investment management services to individuals and families. The firm has approximately 189 client accounts with approximately $37.35 million in regulatory assets under management. The firm's client base primarily includes individuals, with a focus on high-net-worth individuals. The firm also has a presence on LinkedIn.

$37.35M

Assets Under Management

27

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Halavazis’s Registration & Firm History

NC

08/24/2023 - Present

Foundation Wealth & TAX Advisors, LLC (CHARLOTTE NC)

NY

05/10/2019 - 09/16/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NY

09/29/2016 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NC

06/24/2013 - 11/16/2015

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Vasilis Halavazis.
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