Gregory Brown (CRD# 3106224) is an Investment Advisor Representative working at Avantax Advisory Services in Portsmouth, OH and has over 25 years of experience in the finance industry.
CRD# 4418119
Osaic Wealth, Inc.
CRD# 5226568
Edward Jones
CRD# 5082888
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Portmouth, OH | Aug 2018 - Current | 5 |
| Cpa Realty, LLC | Portsmouth, OH | Jun 2004 - Current | 19 |
| Reynolds Financial Services LLC | Portsmouth, OH | Jan 2000 - Current | 24 |
| Avantax Investment Services, Inc. | Portmouth, OH | Aug 1998 - Current | 25 |
| Reynolds & Company | Portsmouth, OH | Aug 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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