Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
22yrs
Eric White
Full name on record: Eric Peter White
Financial advisor at Foundations Investment Advisors
Eric White is a fiduciary financial advisor in Lexington, Kentucky, with 22 years in the industry. Eric joined Foundations Investment Advisors in 2024, after five years at Spectrum Financial Alliance and a year at Park Avenue Securities. Foundations Investment Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 621 advisors with offices in Lexington, and one of 568 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at Foundations Investment Advisors
Office3250 Blazer Parkway Suite 100, Lexington, KY 40509
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$340,025
Advisors at the firm294
States licensed ?1 state
Services through Foundations Investment Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowFoundations Investment Advisors LLCCurrent firm
- 2018 – 2024
- Jul 2017 – Jul 2018Park Avenue Securities LLCPreviously
- Mar 2017 – Jun 2017MML Investors Services, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
Contact Eric
3250 Blazer Parkway Suite 100Lexington, KY 40509Office · Get directions Firm main line(480) 626-2979Headquarters: Foundations Investment Advisors · Phoenix, AZ
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Foundations Investment Advisors at (480) 626-2979 and ask for Eric White. Eric works from the Lexington, KY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. Top 15% by experience at Foundations Investment Advisors.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Foundations Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Lexington
Russell Capital Management
45yrs
Top 1% by experience in Lexington
Itrust Asset Management
45yrs
Top 1% by experience in Lexington
Keystone Financial Group
44yrs
Top advisor by experience at Keystone Financial Group
First Kentucky Securities
44yrs
Top advisor by experience at First Kentucky Securities