BC
BC

Brian Francis Chrest

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K
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Location

1511 York Road, Timonium, MD, 21093

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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 Activities

Brian is an associated person of Founders Financial Securities, LLC and uses FFS and DBA names for investment sales. He also owns Chrest CPA Tax & Financial, PC, Bmore Tax & Strategy, and is an LLC member of Chrest CPA Tax & Financial PC, 1511 York Rd LLC, dedicating full-time hours to the CPA business and minimal time to the others.

Employment History
Current Registrations
Founders Financial Securities, LLC
July 2013 - Present · 12 yrs 7 mos
Founders Financial Securities LLCBroker
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
December 2009 - July 2013 · 3 yrs 7 mos
National Planning CorporationBroker
December 2009 - July 2013 · 3 yrs 7 mos
Medallion Advisory Services, LLC
May 2007 - December 2009 · 2 yrs 7 mos
Medallion Investment Services, INC.Broker
February 2007 - December 2009 · 2 yrs 10 mos
State Registrations5 states
FLMDNJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.