Founders Financial

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
Industry
Financial Services
Employees
47
Founded
1994
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Lone Mccord
Email Phone
Timothy Lay, Aif®, Cfei® Explore How We’ve Reimagined the Qualified Plan and Ira Solutions for Our Clients
Email
Jane Maccubbin Senior Compliance Officer at Founders Financial, Inc.
Email
Brad Shepherd CEO at Founders Financial, Inc.
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 Email Phone
Finance 7 7 4
Executive 5 5 2
General 2 2 1
Marketing 1 1 1

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