William Brown (CRD# 7406518) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has 1 year of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Athens, GA | Apr 2023 - Current | 1 |
| Carson Advisory Group | Athens, GA | Apr 2023 - Current | 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Jun 2021 - Mar 2023 | 1 |
| Nationwide Mutual Insurance Co | Columbus, OH | Jun 2021 - Mar 2023 | 1 |
| Papa John's | New Albany, IN | Jan 2021 - Jun 2021 | < 1 |
| New Albany-floyd County Schools | New Albany, IN | May 2021 - May 2021 | < 1 |
| Marshall University | Huntington, WV | Aug 2017 - May 2021 | 3 |
| Marshall University | Huntington, WV | Aug 2018 - Dec 2020 | 2 |
| Davinci's Restaurant | Williamstown, WV | Apr 2019 - Aug 2019 | < 1 |
| Hibbett Sports | Marietta, OH | Mar 2017 - Aug 2017 | < 1 |
| Williamstown High School | Williamstown, WV | Aug 2014 - May 2017 | 2 |
| Unemployed | Williamstown, WV | Oct 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- GA
-
Total Assets Under Management695MILLIONS
-
Total Number of Accounts2,062ACCOUNTS
-
Average Account Value$337,013
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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