Devin
Walsh

Founders Financial Securities LLC

CRD#6306819
Investment Advisor
in Timonium, MD

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About this Advisor

Devin Walsh is a financial advisor operating out of Timonium, Maryland, who has 1 year of industry experience. Walsh is on the advisory team at Founders Financial Securities LLC. Throughout their career, they have worked at Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Guardian, Park Ave Securities, Chesapeake Brokerage, Guardian Life Insurance Company, Park Avenue Securities and Founders Financial Securities. Walsh maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Founders Financial Securities LLC is a registered investment firm based out of Towson, MD. It has offices in 63 locations and a total of 138 people on staff. It oversees $2 billion in total assets among its 16,137 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,137 customer accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs 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. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by Founders Financial Securities LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

Timonium, MD

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Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,272,682,543

MD Average: $6,889,882,315
Total Number of Employees

138

MD Average: 45
Total Number of Accounts

16,137

MD Average: 765
Average Account Size

$140,837

MD Average: $9,006,382

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

Devin Walsh Work History

Devin has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Founders Financial Securities

2019 - 2020 (1 year)

Park Avenue Securities

2017 - 2019 (2 years)

Chesapeake Brokerage

2017 - 2020 (3 years)

Guardian Life Insurance Company

2016 - 2017 (1 year)

Park Ave Securities

2015 - 2017 (2 years)

Guardian

2014 - 2015 (1 year)

Hornor Townsend & Kent Inc

2012 - 2015 (3 years)

Penn Mutual Life Ins Co

*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 Devin Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Founders Financial Securities, LLC

Brian Zabora
Towson, MD
Emily Mascio
Finksburg, MD
Bruce Cain
Anderson, IN
Andrew Douglas
Newark, DE
Kimberly Stewart
Delaware, OK
Matthew Kradel
Martinsburg, WV
Lisa Spitler
Brighton, MI
Joshua Fox
Caledonia, MI

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.

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