Lawrence Brown (CRD# 6010827) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone Oak Wealth Management | San Antonio, TX | Oct 2023 - Current | < 1 |
| Charles Schwab Bank, Ssb | Milwaukee, WI | Mar 2020 - Sep 2023 | 3 |
| Charles Schwab & Company, Inc. | Milwaukee, WI | Aug 2014 - Sep 2023 | 9 |
| American Enterprise Investment Services Inc. | Minneapolis, MN | Dec 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$1,057,125
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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