Unclaimed Profile

Bradley Matthew Shepherd

FOUNDERS FINANCIAL SECURITIES, LLC·TOWSON, Maryland

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOChFC28 years registeredFOUNDERS FINANCIAL SECURITIES, LLC

1026 CROMWELL BRIDGE ROAD, TOWSON, MD 21286CRD# 2303045Firm CRD# 137945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Matthew Shepherd · TOWSON, MD

Registration

CRD #2303045 · FOUNDERS FINANCIAL SECURITIES, LLC · 28 years registered

Brand Profile

Not yet started

Career History

FOUNDERS FINANCIAL SECURITIES, LLC

Jul 2006 – present

INTERSECURITIES, INC.

Sep 1997 – Apr 2007

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · September 2, 1997

Years registered · 28

Professional designation · ChFC

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FOUNDERS FINANCIAL SECURITIES, LLC

CRD 137945 · SEC 801-66892

AUM

$2.9B

Regulatory assets under management

Employees

137

18,269 client accounts

Services offered by FOUNDERS FINANCIAL SECURITIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOUNDERS FINANCIAL SECURITIES, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Matthew Shepherd offer?

Bradley Matthew Shepherd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOWSON, Maryland for a consultation.

What are Bradley Matthew Shepherd's credentials?

Bradley Matthew Shepherd holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Matthew Shepherd located?

Bradley Matthew Shepherd is based in TOWSON, Maryland, working with FOUNDERS FINANCIAL SECURITIES, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Bradley Matthew Shepherd charge for services?

Bradley Matthew Shepherd's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDERS FINANCIAL SECURITIES, LLC?

FOUNDERS FINANCIAL SECURITIES, LLC has approximately 137 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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