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Anthony-jacob Walker Girard

Founders Financial Securities LLC

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About Anthony-jacob Walker Girard

Anthony-jacob Girard is a licensed Investment Advisor Representative with Founders Financial Securities LLC. Anthony-jacob has been in the financial services industry since July 2021 and is registered with the state of Michigan. Anthony-jacob has a Series 66 license and has previously worked for Fifth Third Securities, Inc. and Williams Gunsight Company.

Firm Information

Anthony-jacob Girard is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony-jacob Girard’s Registration & Firm History

MI

10/21/2022 - Present

Founders Financial Securities LLC (LANSING MI)

MI

07/09/2021 - 08/02/2021

FIFTH THIRD SECURITIES, INC. (OWOSSO MI)

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Licenses & Designations

BOTH

Issued 04/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/09/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony-jacob Walker Girard.
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