Dustin Lewis Tait
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, LLCJun 2024 to now
- Freedom First Retirement Design, Inc.Apr 2024 to now
- Freedom First IncMay 2022 to Oct 2024
- Cortez Wealth Advisors, LLCJan 2022 to Apr 2024
- Org Partners, LLCAug 2021 to May 2022
- Concierge for AdvisorsMar 2021 to Jun 2022
- Ameriprise Financial Services, LLCJan 2021 to Mar 2021
- Concierge for AdvisorsJun 2020 to Jan 2021
- Triton Pacific Securities, LLCJan 2020 to Jun 2020
- Compass SecuritiesMar 2019 to Jan 2020
- Catalyst FundsDec 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6295364
- Firm CRD
- 175083