Colton Green
Investment Adviser Representative at Foundations Investment Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Colton Green is an investment adviser representative with Foundations Investment Advisors LLC in Southlake, TX, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Capital Analysts and Lincoln Investment. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCApr 2022 – Aug 2022New York, NY
- Southern Methodist UniversityJul 2020 – May 2022Dallas, TX
- Dallas CollegeJun 2019 – May 2020Dallas, TX
- Dallas Christian SchoolJul 2015 – Feb 2017Mesquite, TX
- Rowlett TowingDec 2017 – Dec 2021Rowlett, TX
- Business Leadership Center AT SMUMay 2021 – Apr 2022Dallas, TX
- Dallas Grilled Cheese Co.Jun 2021 – Dec 2021Dallas, TX
- Green Electronic SolutionsMar 2017 – Dec 2017Rowlett, TX
- Valic Financial Advisors, Inc.Aug 2022 – Mar 2024Plano, TX
- Lincoln InvestmentApr 2024 – Aug 2025Fort Washington, PA
- Foundations Investment Advisors LLCOct 2025 – no end date reportedPhoenix, AZ
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Foundations Investment Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.02
- All Assets2.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisor development, investment strategy and institutional-grade portfolios, back-office and compliance support, business transitions, and full-service marketing and business strategy through an integrated partnership with Magellan Financial
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 296
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-100512
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Foundations Investment Advisors LLC
Showing 12 of 296 in the directory
Similar advisors in Southlake, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colton Green has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched