Brad
Pinter
Founders Financial Alliance, LLC
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About this Advisor
Brad Pinter is a financial advisor working out of Raleigh, North Carolina with 3 years of relevant experience. Pinter is an advisor for Founders Financial Alliance, LLC. During their career, the advisor has held roles at Wfg Investments, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Founders Financial Alliance, LLC, Qualtrics, Internetwork Engineering and Sailpoint. Pinter has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Founders Financial Alliance, LLC is a registered investment business based in Raleigh, NC. The investment advisory business has offices in 13 locations and a total of 28 people on staff. It handles $617 million in assets among its 2,661 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 2,661 client accounts, 34% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Founders Financial Alliance, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$617,123,862
28
2,661
$231,914
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
- Other
Brad Pinter Work History
Brad has been registered as a financial advisor for 3 years.*
Founders Financial Alliance, LLC
Sailpoint
Internetwork Engineering
Qualtrics
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wfg Investments, Inc
*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 Brad Pinter 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 Alliance, LLC
St. Petersburg, FL
Raleigh, NC
Cary, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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