Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bru is a financial advisor with Foundations Investment Advisors LLC based in Sacramento, CA. Philip has been in the industry for over 5 years and holds a Series 65 license. Philip is also licensed as an insurance agent, offering life and health insurance services.
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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CA
01/08/2025 - Present
Foundations Investment Advisors LLC (SACRAMENTO CA)
IA
Issued 05/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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