David
Reid

Founders Financial Securities LLC

CRD#4853412
Investment Advisor
in Matthews, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Reid is a financial advisor who works out of Matthews, North Carolina who has 8 years of relevant experience. Reid is on the advisory team at Founders Financial Securities LLC. Throughout their career, Reid has worked at Linsco/Private Ledger Corp, Fairway Financial and Founders Financial Securities LLC. Reid holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Founders Financial Securities LLC is a registered investment firm based in Towson, MD. It has offices in 63 locations and a total of 138 people on staff. It manages $2 billion in assets between its 16,137 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 25 charitable organizations. Of its 16,137 accounts, just 9% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Founders Financial Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

David Reid Work History

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

2015 - Present (9 years)

Fairway Financial

2015 - Present (9 years)

Founders Financial Securities LLC

2007 - 2015 (8 years)

Linsco/Private Ledger 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 David Reid 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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started