Derek R Huot
Investment adviser representative at Foundations Investment Advisors LLC
14 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
Are you Derek R Huot? Claim your profile
Contact this firm
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
14 years in the industry.
- Northern Alliance FinancialNov 2022 to now
- Foundations Investment Advisors LLCMay 2020 to now
- Huot Financial ServicesJan 2020 to now
- Self-employedJan 2012 to Nov 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7258126
- Firm CRD
- 175083