Connie Denise Densmore
Investment adviser representative at Foundations Investment Advisors LLC
20 yearsExperience
2 statesRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Foundations Investment Advisors LLCMar 2019 to now
- Foundations Investment Advisers, LLCFeb 2019 to now
- Signature Wealth & TaxJan 2015 to now
- Questar Capital CorporationDec 2006 to Jan 2019
- Questar Asset ManagementNov 2006 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2853960
- Firm CRD
- 175083