Don Rudolph
Don Rudolph is a registered investment advisor at Founders Financial Alliance, LLC, based in Greenville, NC, with 29 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
1021 Red Banks Road, #C, Greenville, NC, 27858
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Don operates InnerBanks Wealth Management as a DBA for his LPL business and provides investment advisory services through Founders Financial Alliance. He also works as an insurance agent for CPS Insurance, selling various life insurance and annuity products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Founders Financial Alliance, LLC
Previous Registrations
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Interstate/johnson Lane CorporationBroker
Wheat, First Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.