Dustin
Defranco
Founders Financial Alliance, LLC
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About this Advisor
Dustin Defranco is a financial advisor based in Raleigh, North Carolina, working with Founders Financial Alliance, LLC. Dustin has previously held positions at J.P. Morgan Securities LLC, Heather N Defranco (Dba Snapshot Photography), Lpl Financial, LLC, and Founders Financial Alliance, LLC. Dustin has passed the Series 66 regulatory exam and is registered to provide services in Ohio and West Virginia. Currently, Dustin is part of Founders Financial Alliance, LLC, which operates out of Raleigh, North Carolina. The firm has 14 offices and 28 employees. The firm manages assets totaling $700.9 million 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, selection of other advisers, and other services. The fee structure at Founders Financial Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$700,896,438
28
3,033
$231,090
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
Lpl Financial, LLC
Founders Financial Alliance, LLC
Heather N Defranco (Dba Snapshot Photography)
J.P. Morgan Securities LLC
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.
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