Brad Pinter is a registered investment advisor at Founders Financial Alliance, LLC, based in Raleigh, NC, with 17 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
9212 Falls of Neuse, Ste. 221, Raleigh, NC, 27615
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brad works as an Account Executive at Sailpoint, a tech company specializing in Identity Management and Governance for Unstructured Data access. The filing does not specify the amount of time Brad spends on this activity.
Employment History
Current Registrations
Founders Financial Alliance, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.