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Emily Diane Arnold

Foundations Investment Advisors LLC

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About Emily Diane Arnold

Emily Arnold is a financial advisor with Foundations Investment Advisors LLC. Emily is registered with the state of Colorado as an Investment Advisor Representative and has been working in the financial industry since 2009. Emily has extensive experience in financial planning and portfolio management for individuals and businesses, and is committed to helping clients achieve their financial goals. Emily is also a registered representative with Madison Avenue Securities and a registered representative and advisor with E.A BUCK INSURANCE DBA BUCK FINANCIAL SERVICES.

Firm Information

Emily Arnold 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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Emily Arnold’s Registration & Firm History

CO

10/10/2024 - Present

Foundations Investment Advisors LLC (Denver CO)

AZ

06/02/2020 - 10/05/2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

CO

02/01/2013 - 06/04/2020

MML INVESTORS SERVICES, LLC (Littleton CO)

CO

04/14/2009 - 02/04/2013

WADDELL & REED, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 04/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Diane Arnold.
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