Carlton BrownCRD Number: 1198679
Current Firm: Raymond James & Associates, Inc.
Carlton Brown (CRD# 1198679) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Richmond, VA and has over 15 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Raymond James & Associates||Richmond, VA||May 2014 - Current||3|
|Wells Fargo Advisors LLC||Richmond, VA||May 2008 - May 2014||6|
|Wachovia Securities, LLC||Richmond, VA||Apr 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV