Unclaimed Profile

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

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FOUNDATION ENERGY MANAGEMENT, LLC

FOUNDATION ENERGY MANAGEMENT

AUM

$360M

Regulatory assets under management

Employees

120

Total firm employees

View all advisors at FOUNDATION ENERGY MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6931679

Firm CRD# 161141

View on FINRA BrokerCheck →

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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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