Robert
Zimmer
Founders Financial Securities LLC
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About this Advisor
Robert Zimmer is a financial advisor based in Sykesville, Maryland, who has 3 years of industry experience. Zimmer is an employee of Founders Financial Securities LLC. Over the course of their career, they have held roles at New York Life Insurance Company, Nylife Securities, Zimmer Financial Group, LLC, Eagle Strategies LLC, Camden Planning Group, LLC, Benjamin F. Edwards & Co and Founders Financial Securities. Zimmer has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Maryland. Founders Financial Securities LLC is a business operating out of Towson, MD. The investment advisory business has offices in 63 locations and a total of 138 advisors. It manages $2 billion in assets under management among its 16,137 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 25 charitable organizations. Of its 16,137 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a broad set 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 advice largely vary depending on which services the firm provides the client. However, fees billed by Founders Financial Securities LLC can include any combination of 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
Robert Zimmer Work History
Robert has been registered as a financial advisor for 3 years.*
Founders Financial Securities
Zimmer Financial Group, LLC
Benjamin F. Edwards & Co
Camden Planning Group, LLC
Eagle Strategies LLC
Zimmer Financial Group, LLC
Nylife Securities
New York Life Insurance Company
*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 Robert Zimmer 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
Delaware, OK
Towson, MD
Finksburg, MD
Newark, DE
Martinsburg, WV
Brighton, MI
Anderson, IN
Timonium, MD
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.
