Brad Kevin Pinter
Investment adviser representative at Founders Financial Alliance, LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 assetsHourlyFixed 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
12 years in the industry.
- Founders Financial Alliance, LLCJul 2020 to now
- SailpointMar 2020 to now
- Internetwork EngineeringApr 2019 to Mar 2020
- QualtricsJul 2018 to Apr 2019
- Suntrust Advisory Services, IncMay 2017 to Jul 2018
- Suntrust Investment Services, IncMay 2017 to Jul 2018
- UnemployedDec 2016 to May 2017
- TIAADec 2014 to Dec 2016
- TIAA-CREF Individual & Institutional Services, LLCDec 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Founders Financial Alliance, LLC
$1.2BAssets managed
2,412Clients
33Advisers
9 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
- 5079421
- Firm CRD
- 173011