John Billiter
John Billiter is a registered investment advisor at Founders Financial Alliance, LLC, based in Raleigh, NC, with 18 years of industry experience. John 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 Rd., Suite 221, Raleigh, NC, 27615
Get directionsHistory
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 ActivitiesSells Insurance
John is involved with Founders Wealth Advisors, LLC and Founders Financial Alliance, LLC as an investment advisor, spending about a quarter of his time on these activities. He also has a business entity, Elite Wealth Management, LLC, for tax/investment purposes and works with Financial Strategies Group, LLC for client related insurance solutions, dedicating minimal time.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations20 states
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.