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Lance Gilman

Foundations Investment Advisors LLC

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About Lance Gilman

Lance Gilman is an Investment Advisor Representative at Foundations Investment Advisors LLC. Lance has been in the industry since 2009 and has worked for several companies including Maine Math & Science Alliance, IGT Management and IGT Management / Retirement Planning Division. He is currently licensed to provide investment advisory services in Connecticut, Maine and Texas. Lance has earned the Series 65 license and is a Registered Investment Advisor. Lance Gilman specializes in financial planning, portfolio management for individuals and selection of other advisors. Lance is associated with Foundations Investment Advisors LLC, which has a total of $6,709,525,290 in regulatory assets under management.

Firm Information

Lance Gilman 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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Lance Gilman’s Registration & Firm History

AZ

10/14/2022 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 12/29/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Gilman.
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