linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Adam Willard

Foundations Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Adam Willard

Michael Willard is a financial advisor who has been in the industry since 2007. Michael has worked for a number of firms, including Edward Jones, UBS Financial Services Inc., and Tradeking. Michael currently works for Foundations Investment Advisors LLC and Alloy Investment Management, providing investment advisory services to individuals and corporations. Michael is licensed in North Carolina and South Carolina.

Firm Information

Michael Willard 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Willard’s Registration & Firm History

NC

09/18/2020 - Present

Foundations Investment Advisors LLC (CHARLOTTE NC)

NC

11/22/2017 - 07/14/2020

EDWARD JONES (CHARLOTTE NC)

NC

11/24/2010 - 01/12/2011

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

05/09/2008 - 11/01/2010

TRADEKING (CHARLOTTE NC)

PA

07/03/2007 - 04/21/2008

AXA ADVISORS, LLC (LANCASTER PA)

Not sure if Michael Adam Willard is right for you?

Licenses & Designations

BOTH

Issued 12/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2009

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Adam Willard. Review regulatory record here.
Not sure if Michael Adam Willard is right for you?