Sawyer Brown (CRD# 7786131) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has 1 year of experience in the finance industry.
CRD# 6155221
Lpl Financial LLC
CRD# 4904954
Ifg Advisory, LLC
CRD# 5619132
Phillips Wealth Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Concepts | Columbus, MS | Dec 2022 - Current | 1 |
| Mississippi State University | Starkville, MS | Oct 2021 - Dec 2022 | 1 |
| Caring Transitions Of Gtr | Columbus, MS | May 2021 - Oct 2021 | < 1 |
| East Mississippi Community College | Starkville, MS | Jul 2020 - May 2021 | < 1 |
| Sleepmade | Columbus, MS | Jan 2018 - Jul 2020 | 2 |
| Caledonia High School | Caledonia, MS | Sep 2014 - Jun 2018 | 3 |
| Caledonia Middle School | Caledonia, MS | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MS
-
Total Assets Under Management760MILLIONS
-
Total Number of Accounts4,829ACCOUNTS
-
Average Account Value$157,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, CA, FL, GA, LA, MO, MS, NC, NE, NH, PA, SC, TN, TX, VA
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