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Lisa R

Series 66

Memphis, TN

Founders Financial Securities LLC

Lisa Reid is a financial advisor at Founders Financial Securities LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for five years. Reid was involved with the YMCA of Memphis & the Mid for four years. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through an enterprise network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms, including managed portfolios, co-advised private wealth solutions, and 1031 exchange consulting, with investment philosophies delegated to its advisers who provide discretionary or non-discretionary management.

Business exit / sale strategy Founder/Business Owner Retired
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Scott R

Series 63

Memphis, TN

Founders Financial Securities LLC

Scott Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Founders Financial Securities since 2025 and previously spent 18 years with Purshe Kaplan Sterling Investments and 15 years with PKS Advisory Services, LLC. In addition to his advisory work, Reid operates a life and health insurance sales business as a sole proprietor. Founders Financial Securities serves a broad client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and integrated brokerage and insurance services.

Business exit / sale strategy Founder/Business Owner Retired
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