Mitchell Lone Mccord
Investment adviser representative at Founders Financial Securities, LLC
21 yearsExperience
2 statesRegistered in
$4.1BFirm assets
20 yearsFirm in business
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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
21 years in the industry.
- Founders Financial Securities LLCAug 2023 to now
- Mccord LLCDec 2007 to now
- Securities America AdvisorsOct 2017 to Aug 2023
- Securities America Inc.Oct 2017 to Aug 2023
- National Planning CorporationSep 2015 to Oct 2017
- University of MassachusettsJul 2014 to Nov 2017
- Cerebral Palsy of Massachusetts, IncDec 2005 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 2372524
- Firm CRD
- 137945