Emily Diane Arnold
Investment adviser representative at Foundations Investment Advisors LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Foundations Investment Advisors, LLCOct 2024 to now
- Jameson Financial SolutionsSep 2024 to now
- Ltcpro, LLC dba Federal Benefits Made SimpleJan 2024 to Sep 2024
- Ae Wealth Management, LLCJan 2024 to Aug 2024
- Buck Wealth StrategiesSep 2022 to Sep 2024
- E.A Buck Insurance dba Buck Financial ServicesSep 2022 to Sep 2024
- Madison Avenue SecuritiesSep 2022 to Sep 2024
- United Planners' Financial Services of America a Limited PartnerJun 2020 to Sep 2022
- Massmutual Life Insurance CompanyJan 2013 to Jun 2020
- MML Investors Services LLCJan 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5649098
- Firm CRD
- 175083