Matthew Blake King
Investment adviser representative at Foundations Investment Advisors LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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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, LLCApr 2024 to now
- Northern Alliance FinancialApr 2024 to now
- Advisory Alpha, LLCAug 2022 to Mar 2024
- Gosline Retirement PlanningAug 2022 to Mar 2024
- Triad AdvisorsApr 2018 to Aug 2022
- Financiallife Outfitters, LLCFeb 2018 to Jul 2022
- Equity Service, Inc.Jan 2018 to Apr 2018
- Foresters Advisory Services LLCSep 2017 to Jan 2018
- Foresters Financial ServicesApr 2016 to Jan 2018
- Good Neighbor Services, LLCJan 2015 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (ME, 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
- 5952284
- Firm CRD
- 175083