Lamont Brown (CRD# 5866585) is an Investment Advisor Representative working at Mariner Independent in Fredericksburg, VA and has over 13 years of experience in the finance industry. Lamont 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.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Independent Advisor Network, LLC | Overland Park, KS | Apr 2023 - Current | 1 |
Private Advisor Group, LLC | Fredericksburg, VA | Nov 2020 - Apr 2023 | 2 |
Tiaa | Fairfax, VA | Sep 2016 - Nov 2020 | 4 |
Tiaa-cref Individual & Institutional Services, LLC | Fairfax, VA | Sep 2016 - Nov 2020 | 4 |
Cuso Financial Services, LP | San Diego, CA | Jul 2016 - Sep 2016 | < 1 |
Infinex | Meridian, CT | Oct 2014 - Jul 2016 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fredericksburg, VA | Sep 2011 - Oct 2014 | 3 |
Bank Of America, N.a. | Fredericksburg, VA | Sep 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- TX
- VA
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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