James Brown, financial advisor Virginia Beach VA
93 score

James Brown

CRD Number: 871191
Current Firm: Henley & Company Wealth Management LLC

James Brown (CRD# 871191) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Virginia Beach, VA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Henley & Company Wealth Management LLC Virginia Beach, VA Oct 2009 - Current 8
Lighthouse Investment Management Virginia Beach, VA Jan 2008 - Current 10
Next Financial Group, Inc. Houston, TX Jan 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1980
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for James M. Brown
Phone Number: 516-794-5520
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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