Bradley Matthew Shepherd

ChFC

Founders Financial Securities, LLC

32 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Founders Financial Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

113 advisors

Number of Clients

9,021 clients

Average Client Portfolio

$368K average

Assets Under Management

$3.3B

Fee Structure

Minimum Investment:$5K

Location

1020 Cromwell Bridge Rd, 2nd Floor, Towson, MD, 21286

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley works full-time as a financial consultant and insurance agent through FFS & FFIN at Brooks Financial Group, Inc. He also holds a board position at Building for God Community Foundation, dedicating about 10-20% of his time, and is the owner of Servus Wealth LLC and CEO of Founders Financial, LLC.