AG
AG

Anthony-Jacob Walker Girard

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

801 S Waverly Road, Suite 101, Lansing, MI, 48917

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony-Jacob is a licensed professional administrator at T&G Financial Solutions, Inc., providing investment advisory services. This activity takes nearly full-time hours.

Employment History
Current Registrations
Founders Financial Securities, LLC
October 2022 - Present · 3 yrs 4 mos
Founders Financial Securities LLCBroker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Fifth Third Securities, INC.Broker
July 2021 - August 2021 · 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.