Louis Brown, financial advisor Marieta GA

Louis Brown

CRD Number: 4314871
Current Firm: Southbridge Advisors, LLC

Louis Brown (CRD# 4314871) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Southbridge Advisors, LLC Marieta, GA Nov 2019 - Current 4
Homrich Berg Atlanta, GA Jan 2014 - Current 10
Wealth & Pension Services Group, Inc. Smyrna, GA Feb 2007 - Aug 2019 12
Triad Advisors, Inc. Norcross, GA Sep 2006 - Dec 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Louis J. Brown
Phone Number: 866-797-8693
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $635,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA

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