Ethan
Edwards
Foundations Investment Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ethan Edwards is a financial advisor based in Charlotte, North Carolina, working with Foundations Investment Advisors LLC. Ethan has previously worked at Wells Fargo Clearing Services, Us Tech Solutions, Fidelity Charitable, Big Thai, Ll Flooring, Cape Fear Country Club, Ace Solar And Roofing, Tillery Tradition Country Club, Food Lion, 200 North, Bojangles, Archer Healthcare, Enterprise, Eudy's Cabinet, Alloy Investment Management, and Foundations Investment Advisors. Ethan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Ethan is part of Foundations Investment Advisors LLC, which operates in Charlotte, North Carolina. The firm has 85 offices and 284 employees. Foundations Investment Advisors LLC manages assets totaling $7.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Foundations Investment Advisors LLC Brokerage Details
$7,184,472,288
284
53,653
$133,906
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Ethan Edwards Work History
Foundations Investment Advisors
Alloy Investment Management
Wells Fargo Clearing Services
Us Tech Solutions
Fidelity Charitable
Eudy'S Cabinet
Big Thai
Ll Flooring
Cape Fear Country Club
Tillery Tradition Country Club
Archer Healthcare
Ace Solar And Roofing
Enterprise
Eudy'S Cabinet
Food Lion
Bojangles
200 North
Disclosures
Please visit the SEC profile of Ethan Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Phoenix, AZ
Renton, WA
Phoenix, AZ
Phoenix, AZ
Wichita, KS
New Braunfels, TX
Warren, MI
Eagle River, AK
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
