CI
ChFC
CI
ChFC

Christopher Imbach

35 Years of Experience
Baltimore, MD
BrokerSells Insurance

Christopher Imbach is a ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Baltimore, MD, with 35 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K

FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.

Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.

Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.

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Location

3 Church Lane, Baltimore, MD, 21208

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent with Noble Financial, dedicating full-time hours to sales of securities and fixed insurance. He also volunteers as a firefighter and Bingo OPS Treasurer, spending a significant amount of time on fire suppression, rescue, medical services, and managing bingo finances.

Employment History
Current Registrations
Founders Financial Securities, LLC
November 2006 - Present · 19 yrs 6 mos
Founders Financial Securities LLCBroker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Intersecurities, INC.
August 1999 - November 2006 · 7 yrs 3 mos
Intersecurities, INC.Broker
January 1999 - November 2006 · 7 yrs 10 mos
MML Investors Services, INC.Broker
June 1990 - January 1999 · 8 yrs 7 mos
State Registrations8 states
FLGAMAMDNCNJPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Imbach - Financial Advisor | TrueAdvisor