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
Loading...

Advisor Information

Office location

1026 Cromwell Bridge Road, Suite 100, Towson, MD, 21286

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Founders Financial Securities, LLC
October 2022 - Present · 3 yrs 3 mos
Founders Financial Securities LLC Broker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
December 2018 - August 2021 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
December 2018 - August 2021 · 2 yrs 8 mos
Hovde Group, LLCBroker
April 2016 - December 2018 · 2 yrs 8 mos
Keefe, Bruyette & Woods, INC.Broker
February 2013 - January 2016 · 2 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated Broker
March 2007 - March 2013 · 6 yrs
Credit Suisse Securities (usa) LLCBroker
October 2004 - March 2007 · 2 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1997 - October 2004 · 7 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
February 1994 - March 1997 · 3 yrs 1 mo
State Registrations2 states
MDPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.