Founders Financial Securities LLC

Overview

Founders Financial Securities LLC is a Broker Dealer and registered investment adviser based in Towson, MD, registered since 2006. It reports $4.1B in assets under management across 19,082 accounts, with 139 employees. Its 134 registered representatives work across 65 branch offices in 21 states.

Reported AUM

$4.1B

Discretionary

88%

Accounts

19,082

Average account

$217K

Employees

139

Registered reps

134

Branch offices

65

Registered since

2006

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Retirement/Pension Products
• Stock
• Time Deposits
• 2 more

Executive officers 3 of 3

• Bradley Matthew Shepherd Chief Executive Officer, Registered Options and Security Futures Principal, Registered Option and Security Futures Principal CRD 2303045
• Jill Anne Reckamp Financial and Operations Principal, Financial Operations Principal CRD 4767622
• Joseph Victor Krcma Chief Compliance Officer CRD 2790534

Registered reps 3 of 134

• Eric Krausz Adler Investment Adviser Rep CRD 2113992
• Stefanie J Agar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7609635
• Craig Curtis Alden Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3112372

131 more registered reps, with emails, phones and branch locations

Location

Headquarters

1026 Cromwell Bridge Rd Ste 100
Towson, MD 21286

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Branch offices

65 in 21 states, including Timonium, MD, Baltimore, MD and Brighton, MI

Registrations

• SEC registered, limited liability company formed in Maryland
• Registered in 52 jurisdictions
• Website: foundersfinancial.com

Every state, with registration dates

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