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Bradley Matthew Shepherd

Founders Financial Securities LLC

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About Bradley Matthew Shepherd

Bradley Shepherd is a financial advisor in TOWSON, MD, with over 30 years of experience in the financial services industry. Bradley Shepherd is a registered representative with Founders Financial Securities LLC, an independent broker-dealer, and is also a Registered Investment Advisor. Bradley Shepherd is currently registered with the Securities and Exchange Commission (SEC) and is also registered with the state of Maryland, Texas and other states. Bradley Shepherd specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

Firm Information

Bradley Shepherd 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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Bradley Shepherd’s Registration & Firm History

MD

01/04/2019 - Present

Founders Financial Securities LLC (TOWSON MD)

MD

02/03/1997 - 04/18/2007

INTERSECURITIES, INC. (TOWSON MD)

VA

01/01/1997 - 01/29/1997

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NA

12/07/1992 - 01/01/1997

CITIZENS BROKERAGE SERVICES, INC.

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Licenses & Designations

IA

Issued 07/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/22/2005

Series 4 - Registered Options Principal Examination

BC

Issued 05/05/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1994

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bradley Matthew Shepherd. Review regulatory record here.
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