Brenda Simson
Investment adviser representative at Founders Financial Securities, LLC
13 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
13 years in the industry.
- Founders Financial Securities LLCJun 2026 to now
- Voyager Wealth Management LLCJun 2026 to now
- Blackpoint InsuranceOct 2025 to now
- Transamerica Financial Advisors, IncAug 2024 to Jun 2026
- World Financial Group, Inc.Feb 2024 to Jun 2026
- Visa Inc.Jun 2013 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7976984
- Firm CRD
- 137945