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Colton Lee Garcia

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.

  1. Foundations Investment Advisors, LLCApr 2026 to now
  2. Cornerstone Capital ManagementMar 2026 to now
  3. State FarmFeb 2025 to Mar 2026
  4. Hobby LobbyNov 2024 to Jan 2025
  5. FedexAug 2023 to Nov 2024
  6. Atp Flight SchoolAug 2022 to Aug 2023
  7. FedexMay 2019 to Aug 2022
  8. ArmyJan 2019 to Jan 2025
  9. Rose State CollegeAug 2017 to May 2019
  10. Mcloud High SchoolJan 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
8249968
Firm CRD
175083
Advisor's SEC record (opens in a new tab)
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