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Nathan Deane Estabrook

Founders Financial Securities LLC

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About Nathan Deane Estabrook

Nathan Estabrook is a financial advisor at Founders Financial Securities LLC, where he has been employed since November 2007. Nathan has been in the financial services industry since December 2006 and holds the Series 7 and SIE licenses. Nathan's primary area of expertise is portfolio management, including portfolio management for businesses and individuals. Nathan is registered with the state of Maryland. Nathan's office is located at 10 Gerard Avenue, Suite 305, Lutherville-Timonium, MD 21093.

Firm Information

Nathan Estabrook 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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Nathan Estabrook’s Registration & Firm History

MD

11/09/2007 - Present

Founders Financial Securities LLC (Lutherville-Timonium MD)

MD

12/11/2006 - 11/14/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Deane Estabrook.
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