Alfredo Atencio
Investment adviser representative at Foundations Investment Advisors LLC
12 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
12 years in the industry.
- Foundations Investment Advisors, LLCSep 2026 to now
- Vero Wealth SolutionsAug 2026 to now
- Desert Rose Capital ManagementJun 2026 to Sep 2026
- Equity Services IncJan 2026 to Jun 2026
- National Life GroupJan 2026 to Jun 2026
- Park Avenue SecuritiesMay 2025 to Dec 2025
- Guardian Life Insurance CompanyMar 2025 to Dec 2025
- Simplicity WealthDec 2024 to Apr 2025
- Bright Financial InsuranceJul 2017 to Apr 2025
- At&tJan 2016 to May 2017
- HondaJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 7542330
- Firm CRD
- 175083