Cassandra Brown (CRD# 7256046) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cookeville, TN and has 1 year of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Cookeville, TN | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Cookeville, TN | Apr 2022 - Current | 2 |
| 304 Generational Wealth Management | Cookeville, TN | May 2023 - Apr 2024 | < 1 |
| Raymond James | Cookeville, TN | Aug 2021 - Apr 2022 | < 1 |
| Delmonaco Winery & Vineyards | Baxter, TN | Mar 2021 - Aug 2021 | < 1 |
| Raymond James | Cookeville, TN | Jun 2020 - Aug 2021 | 1 |
| Cumberland University | Lebanon, TN | Jan 2021 - Jun 2021 | < 1 |
| Cumberland University | Lebanon, TN | Dec 2017 - Dec 2020 | 3 |
| Hca Physician Services Group | Brentwood, TN | Mar 2016 - Nov 2017 | 1 |
| Noranda Aluminum | Franklin, TN | May 2015 - Mar 2016 | < 1 |
| Tennessee Technological University | Cookeville, TN | Aug 2014 - May 2015 | < 1 |
| Tennessee Technological University | Cookeville, TN | May 2014 - May 2015 | 1 |
| Hca | Nashville, TN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- TN
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.