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).
-
Total Assets Under Management701MILLION
-
Total Number of Accounts3,033ACCOUNTS
-
Average Account Value$231,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Marci Hansen (CRD# 4543565) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry.
John Lawson (CRD# 2087174) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Pinehurst, NC and has over 33 years of experience in the finance industry.
Nicholas Livecchi (CRD# 5885664) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Mark McCormick (CRD# 6264414) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
Gregory Mitro (CRD# 6184272) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Brian T Nelan (CRD# 4859531) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Cary, NC and has over 19 years of experience in the finance industry.
Ronald Perry (CRD# 2037528) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Blowing Rock, NC and has over 34 years of experience in the finance industry.
Brad Pinter (CRD# 5079421) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 17 years of experience in the finance industry.
Susan Pokwatka (CRD# 2057823) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.
Tommy Porter (CRD# 2198860) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 32 years of experience in the finance industry.