Gina
Taylor
Founders Financial Securities LLC
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About this Advisor
Gina Taylor is a financial advisor operating out of Frederick, Maryland with a total of 11 years of industry experience. Taylor is an advisor for Founders Financial Securities LLC. Over the course of their career, Taylor has held roles at Founders Financial Securities, LLC, Gina L. Taylor, Taylor Financial, Inc and Truesense Wealth Management Inc. Taylor has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Founders Financial Securities LLC is an advisory firm that has its headquarters in Towson, MD. The firm has offices in 63 locations and a total of 138 employees. It controls $2 billion in total assets across its 16,137 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 16,137 client accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. Founders Financial Securities LLC offers a diverse array 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. A financial advisor's fees usually vary depending on which services are provided. Fee types billed by Founders Financial Securities LLC most likely 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
Gina Taylor Work History
Gina has been registered as a financial advisor for 11 years.*
Truesense Wealth Management Inc
Founders Financial Securities, LLC
Taylor Financial, Inc
Gina L. Taylor
*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 Gina Taylor 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
Towson, MD
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Finksburg, MD
Jenison, 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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