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FOUNDERS FINANCIAL SECURITIES, LLC
FOUNDERS FINANCIAL SECURITIES, LLC
TOWSON, Maryland
·
5 registered advisors
·
CRD# 137945
SEC# 801-66892
65
410-308-9988
01
Firm Overview
AUM
$2.9B
Regulatory assets under management
Employees
137
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FOUNDERS FINANCIAL SECURITIES, LLC
5 registered advisors
Bradley Matthew Shepherd
TOWSON, Maryland
CRD# 2303045
Jill Anne Reckamp
TOWSON, Maryland
CRD# 4767622
Joseph Victor Krcma
TOWSON, Maryland
CRD# 2790534
Karen Elizabeth Beech
TOWSON, Maryland
CRD# 3252712
Michael Owens Brooks
TOWSON, Maryland
CRD# 2562243
05
Office Locations
TOWSON, Maryland
5 advisors
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Data sourced from SEC Form ADV filings. FOUNDERS FINANCIAL SECURITIES, LLC (CRD# 137945) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.