Victor Simon
Investment adviser representative at Founders Financial Securities, LLC
38 yearsExperience
2 statesRegistered in
ChFC®Designation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Founders Financial Securities LLCMar 2020 to now
- Victor Simon and CredentialsMay 2006 to now
- Self EmployedJan 1988 to now
- First Allied Advisory Services, Inc.Jan 2013 to Feb 2020
- First Allied Securities, Inc/Jan 2013 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1691641
- Firm CRD
- 137945