Founders Financial Alliance, LLC

Founders Financial Alliance, LLC (CRD# 173011) is a financial advisory firm headquartered in Raleigh, NC. They manage $700,896,438 in 3,033 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    3,033
    ACCOUNTS
  • Average Account Value
    $231,090
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
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Founders Financial Alliance, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Ralph J. Aiello
CRD#: 4161901
Cary, NC

Ralph Aiello (CRD# 4161901) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Cary, NC and has over 23 years of experience in the finance industry.

2
Paul A. Barnette
CRD#: 4015846
1320 National Road, Wheeling, WV 26003

Paul Barnette (CRD# 4015846) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 23 years of experience in the finance industry.

3
John P. Billiter
CRD#: 5336716
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615

John Billiter (CRD# 5336716) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.

4
Wendy S. Cain
CRD#: 1391746
9400 Holly Avenue, Ne Bldg 4, Albuquerque, NM 87122

Wendy Cain (CRD# 1391746) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Albuquerque, NM and has over 38 years of experience in the finance industry.

5
Ernest Ceccato
CRD#: 5527596
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615

Ernest Ceccato (CRD# 5527596) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 15 years of experience in the finance industry.

6
Trina L. Coltrain
CRD#: 5310148
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615

Trina Coltrain (CRD# 5310148) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 15 years of experience in the finance industry.

7
Dustin J. Defranco
CRD#: 5317625
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615

Dustin Defranco (CRD# 5317625) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.

8
Terrence L. Donoghue
CRD#: 808147
4209 New Leaf Lane, Durham, NC 27704

Terrence Donoghue (CRD# 808147) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Durham, NC and has over 44 years of experience in the finance industry.

9
Valerie E. Ebert
CRD#: 4856351
322 Circle Park Place, Chapel Hill, NC 27517

Valerie Ebert (CRD# 4856351) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 19 years of experience in the finance industry.

10
Kerry C. Goodman
CRD#: 4774629
1150 Nw Maynard Rd Ste 110, Cary, NC 27513
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.
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