Brian
Chrest
Founders Financial Securities LLC
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About this Advisor
Brian Chrest is a financial advisor working out of Lutherville Timonium, Maryland, who has 10 years of industry experience. Chrest works at Founders Financial Securities LLC. Their career trajectory has included roles at Chrest Cpa Tax & Financial Pc, National Planning Corporation and Founders Financial Securities, LLC. Chrest maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Founders Financial Securities LLC is an advisory business headquartered in Towson, MD. It has offices in 63 locations and a total of 138 financial advisors. It handles $2 billion in assets under management across its 16,137 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 25 charitable organizations. Of its 16,137 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on the financial services. Fee types billed by Founders Financial Securities LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brian Chrest Work History
Brian has been registered as a financial advisor for 10 years.*
Founders Financial Securities, LLC
Chrest Cpa Tax & Financial Pc
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Chrest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
