Unclaimed
Augustus Skinner is a registered investment advisor representative with Foundations Investment Advisors LLC and is licensed to provide investment advice in Colorado. Augustus has been in the industry since January 2015 and has a Series 65 license. Augustus Skinner is also the owner of alpha 1 Tax & Wealth Management, LLC where Augustus specializes in financial preparation services like payroll, accounting, tax, retirement planning and notary services. Augustus spends about 60% of their time preparing and directing all tax return activities for both personal and business clients. Augustus also serves as the Director of Financial Services for the office with respect to administrative matters and spends about 40% of their time conducting these duties during market trading hours.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/17/2016 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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