Founders Financial Alliance, LLC

Founders Financial Alliance, LLC (CRD# 173011) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $28,292,571 in 116 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $243,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

Financial Advisors at Founders Financial Alliance, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Ernest Ceccato
CRD#: 5527596
1450 Raleigh Road - Suite 204, Chapel Hill, NC 27517
93
Wealthminder
score

Ernest Ceccato (CRD# 5527596) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 9 years of experience in the finance industry.

2
Steven R. Colford
CRD#: 2951725
1340 Environ Way, Chapel Hill, NC 27517
93
Wealthminder
score

Steven Colford (CRD# 2951725) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 18 years of experience in the finance industry.

3
Trina L. Coltrain
CRD#: 5310148
1450 Raleigh Road - Suite 204, Chapel Hill, NC 27517
93
Wealthminder
score

Trina Coltrain (CRD# 5310148) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 9 years of experience in the finance industry.

4
Dustin J. Defranco
CRD#: 5317625
3244 Belmont Street, Bellaire, OH 43906
93
Wealthminder
score

Dustin Defranco (CRD# 5317625) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Bellaire, OH and has over 10 years of experience in the finance industry.

5
Kerry C. Goodman
CRD#: 4774629
105 Grace Street, Suite 101, Wilmington, NC 28401
93
Wealthminder
score

Kerry Goodman (CRD# 4774629) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.

6
Tommy W. Porter
CRD#: 2198860
1450 Raleigh Road - Suite 204, Chapel Hill, NC 27517
93
Wealthminder
score

Tommy Porter (CRD# 2198860) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 25 years of experience in the finance industry.

7
James A. Sloop
CRD#: 4749806
1450 Raleigh Road - Suite 204, Chapel Hill, NC 27517
93
Wealthminder
score

James Sloop (CRD# 4749806) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry.

8
Mary H. Salisbury
CRD#: 6269442
105 Grace Street, Suite 101, Wilmington, NC 28401
89
Wealthminder
score

Mary Salisbury (CRD# 6269442) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.

9
Don M. Rudolph
CRD#: 1743602
1021 Red Banks Road, #c, Greenville, NC 27858
83
Wealthminder
score

Don Rudolph (CRD# 1743602) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Greenville, NC and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.