Dustin
Defranco
Founders Financial Alliance, LLC
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About this Advisor
Dustin Defranco is a financial advisor who works in Raleigh, North Carolina, with 7 years of relevant experience. Defranco is an advisor for Founders Financial Alliance, LLC. The advisor has gained experience at J.P. Morgan Securities LLC, Heather N Defranco (Dba Snapshot Photography), Lpl Financial, LLC and Founders Financial Alliance, LLC. Defranco has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Ohio and West Virginia. Founders Financial Alliance, LLC is a financial advisory business operating out of Raleigh, NC. The company has offices in 13 locations and a total of 28 employees. It handles $617 million in total assets between its 2,661 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 2,661 client accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a number 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees billed by Founders Financial Alliance, LLC may include any combination 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
Dustin Defranco Work History
Dustin has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Founders Financial Alliance, LLC
Heather N Defranco (Dba Snapshot Photography)
J.P. Morgan Securities LLC
*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 Dustin Defranco 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
Blowing Rock, 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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