Founders Financial
Financial Services
1026 Cromwell Bridge Rd
47 employees
- Employees
- 47
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Founders Financial Overview
- Headquarters
- 1026 Cromwell Bridge Rd
- Phone Number
- Available in AeroLeads
- Website
- foundersfinancial.com
- Industry
- Financial Services
- Employees
- 47
- Founded
- 1994
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Founders Financial
Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, we're focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.
Founders Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Founders Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lone Mccord | Berlin, Massachusetts, United States |
Email
Phone
|
|
| Timothy Lay, Aif®, Cfei® | Explore How We’ve Reimagined the Qualified Plan and Ira Solutions for Our Clients | Sisters, Oregon, United States |
Email
|
| Jane Maccubbin | Senior Compliance Officer at Founders Financial, Inc. | Nottingham, Maryland, United States |
Email
|
| Brad Shepherd | CEO at Founders Financial, Inc. | Baldwin, Maryland, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
10 profiles
Director
5 profiles
Executive
4 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 4 |
| Executive | 5 | 5 | 2 |
| General | 2 | 2 | 1 |
| Marketing | 1 | 1 | 1 |
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