Stefanie Jean Agar
Investment adviser representative at Founders Financial Securities, LLC
21 yearsExperience
2 statesRegistered in
$4.1BFirm assets
20 yearsFirm in business
Are you Stefanie Jean Agar? Claim your profile
Contact this firm
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 2022 to now
- Canby School DistrictAug 2005 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, OR).
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
- 7609635
- Firm CRD
- 137945