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Julie A Garvin

FOUNDATION ENERGY MANAGEMENT, LLC·ADDISON, Texas
Clean recordFOUNDATION ENERGY MANAGEMENT, LLC
5057 KELLER SPRINGS ROAD, ADDISON, TX 75001CRD# 6931679Firm CRD# 161141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie A Garvin · ADDISON, TX
Registration
CRD #6931679 · FOUNDATION ENERGY MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie A Garvin is a registered financial advisor based in ADDISON, Texas, affiliated with FOUNDATION ENERGY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FOUNDATION ENERGY MANAGEMENT, LLC
FOUNDATION ENERGY MANAGEMENT
AUM
$360M
Regulatory assets under management
Employees
120
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6931679
Firm CRD# 161141
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05

Frequently Asked Questions

What services does Julie A Garvin offer?
Julie A Garvin specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.
What are Julie A Garvin's credentials?
Julie A Garvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie A Garvin located?
Julie A Garvin is based in ADDISON, Texas, working with FOUNDATION ENERGY MANAGEMENT, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Julie A Garvin charge for services?
Julie A Garvin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDATION ENERGY MANAGEMENT, LLC?
FOUNDATION ENERGY MANAGEMENT, LLC has approximately 120 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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