Joshua Lancaster, financial advisor Fairhope AL

Joshua Lancaster

CRD Number: 2424549
Current Firm: Brown Financial Advisory

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.

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Professional Designations
Company Name Location Dates Years
Brown Financial Advisory Fairhope, AL Sep 2018 - Current 5
Warren Averett Asset Management, LLC Birmingham, AL Apr 2017 - Aug 2018 1
Kinsight, LLC Birmingham, AL Jun 2011 - Aug 2018 7

Joshua Lancaster has no recent exams reported.
Contact Info for Joshua W. Lancaster
Phone Number: 251-928-9498
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $368,654
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, LA, MS, NC, NE, TX

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