Linda Marie Roberts
Investment adviser representative at Foundations Investment Advisors LLC
17 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
17 years in the industry.
- Foundations Investment Advisors, LLCApr 2024 to now
- Truepath Financial DesignApr 2024 to Jul 2026
- Advisory Alpha, LLCSep 2020 to Apr 2024
- Planners Alliance LLCMar 2018 to Sep 2020
- Alphastar Capital Management, LLCJul 2011 to Mar 2018
- Citizen Advisory GroupJan 2009 to Apr 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5952208
- Firm CRD
- 175083