Skip to main content

  •  Toll Free: 855-285-5780

  • HOME
  • US
  • LPL
  • WEALTH SERVICES
  • RESOURCES 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
    • Video Library
  • CLIENT LOGIN
  • CONTACT

EXPERIENCED. TRANSPARENT. DISCIPLINED.

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

 

CLIENTS FIRST

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

OBJECTIVE INDEPENDENT ADVICE

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

  Previous   Next

    You are here

  1. Home
  2. LPL

LPL

 

LPL Form CRS

 

About LPL Financial​

Founders Wealth, LLC is powered by the resources of LPL Financial LLC, the nation’s largest independent broker-dealer*. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.
 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

 

Book a Complimentary Consultation

Tell a Friend

9212 Falls of Neuse Rd., STE 221 | Raleigh, North Carolina 27615 | Tel 855-285- 5780
 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial Representative associated with this website may discuss and/or transact business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KA, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.

Investing in securities is subject to risk including the risk of loss of principal.  No investment strategy can assure success or guarantee against loss.

Representatives do not provide tax or legal advice.  Investors must consult their tax advisor or legal counsel for advice and information regarding their situation.

© 2025 Founders Wealth. All rights reserved.

Website Design For Financial Services Professionals