Bradley
Kellen

Founders Financial Securities LLC

CRD#4757775
Investment Advisor
in Matthews, NC

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About this Advisor

Bradley Kellen is a certified financial planner working in Matthews, North Carolina with 8 years of relevant experience. Kellen works at Founders Financial Securities LLC. Over the course of their career, they have held roles at Lpl Financial Corp, Founders Financial Securities LLC and Fairway Financial. Kellen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Founders Financial Securities LLC is a registered investment company that has its headquarters in Towson, MD. The investment advisory business has offices in 63 locations and a total of 138 people on staff. It administers $2 billion in assets under management among its 16,137 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,137 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a wide 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Founders Financial Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

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

2409-B Plantation Center Drive
Matthews, NC 28105

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Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,272,682,543

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

138

NC Average: 45
Total Number of Accounts

16,137

NC Average: 765
Average Account Size

$140,837

NC 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

Bradley Kellen Work History

Bradley has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Founders Financial Securities LLC

2015 - Present (9 years)

Fairway Financial

2009 - 2015 (6 years)

Lpl Financial Corp

*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 Bradley Kellen 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

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

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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