Fresno, CA Office

Team
Updated today
Founders Financial Securities, LLC logo

Founders Financial Securities, LLC

Multi-team

Firm-wide stats for Founders Financial Securities, LLC

Total advisors

117

Across 69 offices

Clients per advisor

82 High

Avg AUM per client

$385,425 Low

HNW client ratio

15% Typical

About

Founders Financial Securities (FFS) provides investment advisory services to individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, and corporate clients across an enterprise network of IARs managing roughly $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including Independence Advisory accounts, a Managed Portfolio Program, the Freedom Capital Management Strategies suite (with co‑advised Private Wealth Solutions), third‑party manager access, held‑away 401(k) management, fee‑based variable annuities, financial planning, and 1031 exchange consulting.

FFS delegates investment philosophies and portfolio construction to its investment adviser representatives (IARs), who operate under their own DBAs and may provide discretionary or non‑discretionary management, create model portfolios, or select unaffiliated sub‑advisors such as Orion and Maple Capital while the firm conducts due diligence and oversight. IARs use client information, risk questionnaires, and ongoing monitoring to set asset allocation and suitability, and the firm can serve in ERISA fiduciary roles (including 3(38) plan management) and provide participant education.

Two features that differentiate FFS from many large enterprise advisors are a subscription‑based retirement guidance service (TheFreedomStrategies.com) for held‑away participant accounts and the firm’s broker‑dealer activities: FFS is SEC/FINRA‑registered, clears brokerage through Pershing, and permits IARs to act as registered representatives who may receive commissions on commissionable products, arrangements the brochure discloses can create conflicts of interest (including ticket‑charge sharing and custodian compensation arrangements with Axos). The firm also emphasizes niche offerings — such as 1031 exchange consulting and co‑advised private wealth portfolios with Maple Capital — reflecting a broader mix of product, custody and referral relationships than is typical for many peers.

Based on Founders Financial Securities, LLC

Expertise

Business exit / sale strategy

Based on Founders Financial Securities, LLC

Occupation focus

Founder/Business Owner Retired

Based on Founders Financial Securities, LLC

Location

8525 N. Cedar Avenue, Suite 107

Fresno CA 93720

Advisors at this office

3

Advisors at this office

user avatar

Clyde F

Series 63, Series 65

Fresno, CA

Founders Financial Securities LLC

Clyde Ford is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior experience includes roles at Kestra Financial Services, Cal Pac Advisors, and Fort Washington Financial. He has been involved with the California State University Fresno Alumni Association as a past president and board member. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, with investment decisions delegated to its representatives who utilize various management strategies and third-party managers while maintaining fiduciary oversight.

Business exit / sale strategy Founder/Business Owner Retired
user avatar

Pierre F

CFA®, Series 63

Fresno, CA

Founders Financial Securities LLC

Pierre Frediere is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC. His career also includes roles as an instructor at Clovis Community College and a mortgage lender at Loans of Any Nature. Additionally, he holds a 25% ownership stake in Frebon Inc, a real estate investment company. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing about $4.1 billion in client assets. The firm offers a variety of advisory platforms and services, including managed portfolios, financial planning, and specialized consulting such as 1031 exchanges.

Business exit / sale strategy Founder/Business Owner Retired
user avatar

Tyler D

Series 66

Fresno, CA

Founders Financial Securities LLC

Tyler Deithloff is an advisor at Founders Financial Securities LLC with a Series 66 designation and one year of industry experience. He previously worked at Zellies and was a student before entering the financial industry. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolio programs and specialized services such as 1031 exchange consulting and co-advised private wealth portfolios.

Business exit / sale strategy Founder/Business Owner Retired
View complete list of advisors at this office
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