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Andrew Havemeyer Godfrey

Foundations Investment Advisors LLC

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About Andrew Havemeyer Godfrey

Andrew Havemeyer Godfrey is a registered investment advisor representative at Foundations Investment Advisors LLC. Andrew has been in the financial industry since 1988 and has experience in providing investment advice to individuals and businesses. Andrew is licensed to provide investment advice in Colorado and has a Series 65 license. Andrew also has a Series 7 and Series 31 license, which allows him to provide investment advice on securities and futures products. Foundations Investment Advisors LLC is a Registered Investment Advisor located in Phoenix, Arizona with over 187 investment advisors providing investment advice in various asset classes including equity, fixed income, and alternative investments. The firm has over 6 billion dollars in assets under management and is licensed in several states across the country.

Firm Information

Andrew Godfrey is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Andrew Godfrey’s Registration & Firm History

CO

01/05/2023 - Present

Foundations Investment Advisors LLC (Aspen CO)

NY

08/21/1996 - 11/09/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CO

10/19/1988 - 04/06/1989

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 01/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 08/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Havemeyer Godfrey.
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