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Gina Lea Taylor

Founders Financial Securities LLC

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About Gina Lea Taylor

Gina Lea Taylor is a financial advisor in Frederick, Maryland. Gina has been a registered representative since 1996 and is currently affiliated with Founders Financial Securities LLC. She has experience with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Gina offers financial planning, pension consulting, selection of other advisors, and portfolio management services.

Firm Information

Gina Taylor 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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Gina Taylor’s Registration & Firm History

MD

07/16/2012 - Present

Founders Financial Securities LLC (Frederick MD)

MD

06/29/2001 - 07/13/2012

INVESTORS CAPITAL CORP. (FREDERICK MD)

TX

08/01/1997 - 07/02/2001

NFP SECURITIES, INC. (AUSTIN TX)

MN

09/24/1996 - 08/07/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 10/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gina Lea Taylor.
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