Brown Financial Advisory
Brown Financial Advisory (CRD# 155548) is a financial advisory firm headquartered in Fairhope, AL. They manage $300,769,749 in 715 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management301MILLION
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Total Number of Accounts715ACCOUNTS
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Average Account Value$420,657
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, LA, MS, NC, NE, TX
Joshua Lancaster (CRD# 2424549) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry.
Daniel McLeod (CRD# 2752145) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has over 27 years of experience in the finance industry.
Amy Smith (CRD# 6034385) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry.