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Eric Peter White

Foundations Investment Advisors LLC

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About Eric Peter White

Eric White is a registered representative at Foundations Investment Advisors LLC. Eric has been in the securities industry since May 2004. Eric has a total of 2 current registrations. Eric is a registered representative in Kentucky. Eric is also a licensed insurance broker in Kentucky. Eric has a Series 63 and a Series 66 license. Eric is licensed to provide investment advisory services to individuals and corporations. Eric is a financial planner with a focus on financial planning, educational seminars, and selection of other advisors. Eric is a specialist in providing financial advice to individuals and businesses. Eric is also a specialist in providing investment advisory services.

Firm Information

Eric White 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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Eric White’s Registration & Firm History

KY

10/16/2024 - Present

Foundations Investment Advisors LLC (LEXINGTON KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Peter White.
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