David
Reid
Founders Financial Securities LLC
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About this Advisor
David Reid is a financial advisor based in Matthews, North Carolina, working with Founders Financial Securities LLC. David has previously held positions at Linsco/Private Ledger Corp, Fairway Financial, and Founders Financial Securities LLC. David has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, David is part of Founders Financial Securities LLC, which operates out of Matthews, North Carolina. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,908,968,688
137
18,269
$159,230
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
Fairway Financial
Founders Financial Securities LLC
Linsco/Private Ledger Corp
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.
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