TrueAdvisor
TrueAdvisor
MT
MT

Mark Timmick

Founders Financial Securities, LLC
18 Years of Experience
Ellicott City, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Timmick is a registered investment advisor at Founders Financial Securities, LLC, based in Ellicott City, MD, with 18 years of industry experience. Mark 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.

Founders Financial Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
9,870 clients
Average Client Portfolio
$419K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5010 Dorsey Hall Drive, Suite 102, Ellicott City, MD, 21042

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is a managing member of Path Financial Advisors, LLC, which serves as the business entity for his financial planning, securities, and insurance business, taking nearly full-time. He also works as a music DJ for Black Tie Entertainment and owns an investment newsletter called A Need to Know, dedicating about 10% of his time to each.

Employment History
Current Registrations
Founders Financial Securities, LLC
August 2013 - Present · 13 yrs 2 mos
Founders Financial Securities LLCBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Bcg Securities, INC.
May 2012 - August 2013 · 1 yr 3 mos
Bcg Securities, INC.Broker
December 2007 - August 2013 · 5 yrs 8 mos
State Registrations14 states
DCDEFLHIMDMNNCNVPASCTNTXVAWV
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.
More Advisors
More financial advisors in Ellicott City, MD →All financial advisors in Maryland →
Mark Timmick - Financial Advisor | TrueAdvisor