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Luke Constantine Foukas

Fountainhead Advisors

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About Luke Constantine Foukas

Luke Constantine Foukas is a registered investment advisor representative with Fountainhead Advisors, located in Warren, New Jersey. Luke has been in the industry since 2017, and has experience with BTIG, LLC and Clarksons Platou Securities, Inc. Luke has a strong track record of success in providing financial planning, pension consulting, and selection of other advisors to clients. Luke's expertise and dedication to helping clients achieve their financial goals make them a valuable resource for individuals and families.

Firm Information

Luke Foukas is currently registered with Fountainhead Advisors. Fountainhead Advisors is an investment advisor based in Warren, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $721.6 million in assets for 2,961 clients.
Fountainhead Advisors

10 INDEPENDENCE BLVD

WARREN, NJ 07059

$721.60M

Assets Under Management

21

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Luke Foukas’s Registration & Firm History

NJ

10/10/2023 - Present

Fountainhead Advisors (WARREN NJ)

NY

07/07/2021 - 05/04/2023

BTIG, LLC (New York NY)

NY

06/15/2017 - 08/30/2021

CLARKSONS PLATOU SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2018

Series 57 - Securities Trader Exam

BC

Issued 08/11/2017

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Constantine Foukas.
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