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Timothy Filipe Lourenco

THE Foundation Wealth Management, LLC

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About Timothy Filipe Lourenco

Timothy Lourenco is a registered investment advisor representative with The Foundation Wealth Management, LLC. Timothy has been in the industry since October 2013 and has experience working with both individuals and businesses. Timothy is also an independent insurance agent and offers a range of insurance products to clients. Timothy is committed to providing his clients with personalized financial advice and guidance. Timothy is a Series 66, Series 7, and SIE license holder.

Firm Information

Timothy Lourenco is currently registered with THE Foundation Wealth Management, LLC. THE Foundation Wealth Management, LLC is a registered investment advisor with 1 licensed agent and 1 investment adviser representative. The firm manages approximately $9.66 million in assets for 121 clients, including individuals, both high-net-worth and others. The firm offers financial planning, pension consulting, and portfolio management for individuals.

$9.66M

Assets Under Management

Not reported

Total Clients

1

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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Timothy Lourenco’s Registration & Firm History

CA

04/13/2018 - Present

THE Foundation Wealth Management, LLC (FRESNO CA)

CA

10/14/2013 - 04/10/2018

PRINCIPAL SECURITIES, INC. (Fresno CA)

CA

03/05/2013 - 08/26/2013

WADDELL & REED, INC. (FRESNO CA)

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Licenses & Designations

BOTH

Issued 04/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Filipe Lourenco.
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