FOUNDATIONAL RETIREMENT SOLUTIONS LLC

6 registered advisors·CRD# 288564
SEC# 801-1145331949-682-9232
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Other: FEES EMBEDDED IN FRS CITS.
03

Specialties

Retirement PlanningWealth Management
04

Advisors at FOUNDATIONAL RETIREMENT SOLUTIONS LLC

6 registered advisors
Amy Elizabeth Glynn
CARLSBAD, California
James Michael Owen
CARLSBAD, California
Jeffrey David Kayajanian
CARLSBAD, California
Kim Chetney
CARLSBAD, California
William James Chetney
CARLSBAD, California
William Robert Chetney
CARLSBAD, California
05

Office Locations

CARLSBAD, California
6 advisors

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Data sourced from SEC Form ADV filings. FOUNDATIONAL RETIREMENT SOLUTIONS LLC (CRD# 288564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.