AG

Anthony-Jacob Walker Girard

4 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

801 S Waverly Road, Suite 101, Lansing, MI, 48917

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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.

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Other Business Activities

Anthony-Jacob is a licensed professional administrator at T&G Financial Solutions, Inc., providing investment advisory services. This activity takes nearly full-time hours.

Employment History
Current Registrations
Founders Financial Securities, LLC
October 2022 - Present · 3 yrs 3 mos
Founders Financial Securities LLC Broker
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Fifth Third Securities, INC. Broker
July 2021 - August 2021 · 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.