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Cindy Sprinkle Everly

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.

  1. Everly Financial ServicesFeb 2015 to now
  2. Founders Financial Securities, LLCNov 2012 to now
  3. Steven Katz, CpaJan 2005 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2005

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
4855219
Firm CRD
137945
Advisor's SEC record (opens in a new tab)
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