Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Anne Roberts is an investment advisor representative with Foundations Investment Advisors LLC. Summer has been in the industry since May 2010 and holds a Series 65 license. She is registered with the state of Louisiana and Texas. Summer's firm, Foundations Investment Advisors LLC is based in Phoenix, Arizona and manages over $6 billion in assets. The firm provides a variety of financial planning and portfolio management services to individuals and businesses. Summer has experience in various industries and provides financial planning and portfolio management services to high net worth individuals, corporations or other businesses and individuals other than high net worth. Summer's areas of expertise include financial planning, asset management, retirement planning and insurance.
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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TX
06/22/2023 - Present
Foundations Investment Advisors LLC (League City TX)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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