Raymond Brown (CRD# 7604484) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has 1 year of experience in the finance industry. Raymond Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6093012
Ridge Capital Management, LLC
CRD# 5919068
Morgan Stanley
CRD# 5144345
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cast & Crew Production | Burbank, CA | May 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- GA
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts1,410ACCOUNTS
-
Average Account Value$188,556
- 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, CA, FL, GA, SC, TN, TX, VA
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