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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin James Brown is a financial advisor registered with Foundations Investment Advisors LLC. Gavin is based in Stillwater, MN, and works primarily with high net worth individuals and corporations. Gavin has a background in financial services and has worked in the industry since 2018. Gavin has a CFP designation and has passed the Series 6, SIE, and Series 63 exams. Gavin offers financial planning, investment management services, and educational seminars to clients. In addition to working with clients of Foundations Investment Advisors LLC, Gavin also holds a position with Allianz Life Insurance Company of North America and serves as Treasurer of Exalting Christ Church.
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
08/09/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
MN
05/24/2018 - 08/09/2024
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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