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.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brown Mcleod, Inc. | Fairhope, AL | Aug 2023 - Current | < 1 |
| Baldwin Board Of Education | Bay Minette, AL | Aug 2013 - Aug 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AL
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts715ACCOUNTS
-
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
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