Paul Furton
Paul Furton is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Severna Park, MD, with 41 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
537 Ritchie Highway, Suite 2C, Severna Park, MD, 21146
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the owner and registered representative of Furton Financial Services. He also works as an insurance agent selling insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Crestar Securities CorporationBroker
Citizens Brokerage Services, INC.Broker
Calvert Securities CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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