Paul Brown, financial advisor Athens GA

Paul Brown

CRD Number: 4546256
Current Firm: Elwood & Goetz

Paul Brown (CRD# 4546256) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 19 years of experience in the finance industry. Paul 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.

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Professional Designations
Company Name Location Dates Years
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA Feb 2013 - Current 11
New Planner Recruiting, LLC Tallahassee, FL Dec 2008 - Current 15
Brown Strategy Consulting, LLC Tallahassee, FL Dec 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Paul C. Brown
Phone Number: 706-548-1025
Registered State(s):
  • GA
  • LA
By the Numbers
  • Total Assets Under Management
    682
    MILLIONS
  • Total Number of Accounts
    2,740
    ACCOUNTS
  • Average Account Value
    $248,946
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
  • Pension consulting services
Types of Clients
Registered States

CO, FL, GA, LA, MO, NC, SC, TX

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