BS
ChFC

Bradley Matthew Shepherd

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
113 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

1020 Cromwell Bridge Rd, 2nd Floor, Towson, MD, 21286

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010
Denied
Other Business ActivitiesSells Insurance

Bradley works full-time as a financial consultant and insurance agent through FFS & FFIN at Brooks Financial Group, Inc. He also holds a board position at Building for God Community Foundation, dedicating about 10-20% of his time, and is the owner of Servus Wealth LLC and CEO of Founders Financial, LLC.

Employment History
Current Registrations
Founders Financial Securities, LLC
July 2006 - Present · 19 yrs 6 mos
Founders Financial Securities LLC Broker
April 2006 - Present · 19 yrs 9 mos
Previous Registrations
Intersecurities, INC.
September 1997 - April 2007 · 9 yrs 7 mos
Intersecurities, INC. Broker
February 1997 - April 2007 · 10 yrs 2 mos
Crestar Securities CorporationBroker
January 1997 - January 1997 · 0 mos
Citizens Brokerage Services, INC.Broker
December 1992 - January 1997 · 4 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Matthew Shepherd - Financial Advisor | AdvisorDiscover