Don
Rudolph
Founders Financial Alliance, LLC
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About this Advisor
Don Rudolph is a financial advisor who works out of Greenville, North Carolina with 7 years of relevant experience. Rudolph currently works for Founders Financial Alliance, LLC. Their career trajectory has included roles at Invest Financial Corporation, Lpl Financial LLC and Founders Financial Alliance, LLC. Rudolph holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Founders Financial Alliance, LLC is a financial advisory company operating out of Raleigh, NC. The company has offices in 13 locations and a total of 28 advisors. It controls $617 million in total assets between its 2,661 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 2,661 customer accounts, 34% belong to high-net-worth clients who have more than $1 million in investable assets. Founders Financial Alliance, LLC provides a number of services, including 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. Financial management fee schedules vary depending on the services. Fee types billed by Founders Financial Alliance, LLC likely are comprised of some 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
Don Rudolph Work History
Don has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Founders Financial Alliance, LLC
Invest Financial Corporation
*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 Don Rudolph 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
Blowing Rock, 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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