Blake Brown (CRD# 4839568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntsville, AL and has over 19 years of experience in the finance industry. Blake 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# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Huntsbille, AL | Oct 2023 - Current | < 1 |
| Brown Professional Group, Inc. | Huntsville, AL | Oct 2007 - Current | 16 |
| Billy G Brown Cpa Pc | Huntsville, AL | Jan 2004 - Current | 20 |
| Avantax Advisory Services | Huntsville, AL | Aug 2010 - Oct 2023 | 13 |
| Avantax Insurance Agency, LLC | Huntsville, AL | May 2006 - Oct 2023 | 17 |
| Avantax Investment Services, Inc. | Huntsville, AL | May 2004 - Oct 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- AL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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