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EXPERIENCED. TRANSPARENT. DISCIPLINED.

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

 

CLIENTS FIRST

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

OBJECTIVE INDEPENDENT ADVICE

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

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Tom Porter

LPL Registered Principal

855-285-5780
tom.porter@lpl.com

Tom began his Wealth Management career in the Metropolitan New York area in 1992 as a Financial Advisor with a major brokerage firm.  He later moved back to his home state of North Carolina where he was a First Vice President and Private Financial Advisor in Wealth Management for a large regional bank/brokerage firm.  Tom is a graduate of the University of North Carolina at Chapel Hill with a BA in Economics.  Tom enjoys spending time with his wife and two sons.
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James Sloop

Branch Operations Manager

855-285-5780
james.sloop@lpl.com

James is Branch Operations Manager at Founders Financial Alliance, LLC. He has over 10 years experience in the financial industry. James graduated from Guilford College in Greensboro, NC with a BS in Business Management. James enjoys playing golf and time with friends and family.
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Robin Hailey

Senior Registered Client Service Associate

(919) 709-6183
(919) 375-2521
robin.hailey@lpl.com
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Trina Coltrain

Client Services Associate

855-285-5780
trina.coltrain@lpl.com

Trina manages the client administration including fund trading operations. Trina earned her BA from East Carolina University.  Trina enjoys attending ECU Pirate Athletic Events with her husband  and son.
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Fred Gunther, CFP®, ChFC, CLU, AAMS

Financial Advisor

855-285-5780
fred.gunther@lpl.com
Fred has over 31 years of experience in the financial services industry. After two and a half years of study in the United Kingdom and Germany Fred completed his B.A. in Economics and Business Management at North Carolina State University. He has been a Triangle resident since 1977.

Fred's service to the community is reflected in his having been named a Hixson Fellow by Kiwanis International; the highest award the organization can bestow on a member. 
Fred's service to the financial services industry is reflected in his long service on the governing board of the Financial Planning Association of the Triangle, and in having been twice elected as the organizations President.

 

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9212 Falls of Neuse Rd., STE 221 | Raleigh, North Carolina 27615 | Tel 855-285- 5780
 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial Representative associated with this website may discuss and/or transact business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KA, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.

Investing in securities is subject to risk including the risk of loss of principal.  No investment strategy can assure success or guarantee against loss.

Representatives do not provide tax or legal advice.  Investors must consult their tax advisor or legal counsel for advice and information regarding their situation.

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