Garrett
Railsback

Founders Financial Alliance, LLC

CRD#6151934
Investment Advisor
in Cary, NC

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About this Advisor

Garrett Railsback is a financial advisor based in Cary, North Carolina, working with Founders Financial Alliance, LLC. Garrett has previously held positions at Edward Jones, Fidelity, Scottrade, Inc, Pierce Group Benefits, Woodbridge Financial Advice Dba Woodbridge Advisors, Lpl Financial LLC, Independent Advisor Alliance, LLC, and Founders Financial Alliance, LLC. Garrett has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Garrett is part of Founders Financial Alliance, LLC, which operates out of Cary, 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

Series 66, Series 63

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1150 Nw Maynard Rd Ste 110
Cary, NC 27513

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Founders Financial Alliance, LLC Brokerage Details

Total Assets Under Management

$700,896,438

NC Average: $3,625,019,099
Total Number of Employees

28

NC Average: 22
Total Number of Accounts

3,033

NC Average: 1,917
Average Account Size

$231,090

NC Average: $1,890,985

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

Garrett Railsback Work History

2024 - Present (0 year)

Founders Financial Alliance, LLC

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Independent Advisor Alliance, LLC

2019 - 2021 (2 years)

Edward Jones

2017 - 2019 (2 years)

Pierce Group Benefits

2017 - 2018 (1 year)

Woodbridge Financial Advice Dba Woodbridge Advisors

2015 - 2017 (2 years)

Scottrade, Inc

2014 - 2015 (1 year)

Fidelity

2013 - 2014 (1 year)

Edward Jones

Disclosures

Please visit the SEC profile of Garrett Railsback 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

Ralph Aiello
Cary, NC
Ernest Ceccato
Raleigh, NC
Mark Mccormick
Raleigh, NC
James Sloop
Raleigh, NC
Brian T Nelan
Cary, NC
Valerie Ebert
Chapel Hill, NC
Gregory Mitro
St. Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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