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Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, were focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.
Headquartered in Salt Lake City, Utah, Celtic Bank is a privately owned industrial bank chartered by the State of Utah. Celtic Bank is an SBA Preferred Lender and was named the 6th largest SBA lender in the nation for FY 2015.
Founded in Memphis in 1957, Orion Federal Credit Union has grown to become one of the largest credit unions in the Mid-South with more than 70,000 members and nearly $1 billion in assets. Orion offers a full spectrum of banking options ranging from savings and checking accounts to home, auto, and personal loans, along with commercial real estate. Orion isn`t just a not-for-profit financial institution. We`re a community partner. We`ve spent 60 years sharing our profits with our members and the community. We believe that communities work best when they work together, and we aim to be the leading source of financial independence in the communities that we serve.
Neighborhood National Bank is a San Diego, CA-based company in the Financial Services sector.
Flint Creek Valley Bank is a Philipsburg, MT-based company in the Financial Services sector.