Colton Green
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 2025 to now
- Lincoln InvestmentApr 2024 to Aug 2025
- Valic Financial Advisors, Inc.Aug 2022 to Mar 2024
- Equitable Advisors, LLCApr 2022 to Aug 2022
- Dallas Grilled Cheese Co.Jun 2021 to Dec 2021
- Business Leadership Center At SmuMay 2021 to Apr 2022
- Southern Methodist UniversityJul 2020 to May 2022
- Dallas CollegeJun 2019 to May 2020
- Rowlett TowingDec 2017 to Dec 2021
- Green Electronic SolutionsMar 2017 to Dec 2017
- Dallas Christian SchoolJul 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7539384
- Firm CRD
- 175083