David Frank Rea

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1985 → 03/2022
  Rea & Shoemaker Pc
  Livonia, MI
• 12/2009 → Present
  Founders Financial Securities, Llc
  Towson, MD

Other Businesses

(1) GRAD & SHOEMAKER P.C.; NON-INVESTMENT RELATED: 35951 FIVE MILE LIVONIA, MI 48154; START DATE: 3/1/22; TAX RETURN REVIEWER; 40 HRS PER MONTH; 0 HRS DURING TRADING; REVIEW AND PREPARE TAX DOCUMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-03
• S63 Uniform Securities Agent State Law Examination
  2010-12-02