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 36 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 7
Lighthouse Investment Management Virginia Beach, VA Jan 2008 - Current 8
Next Financial Group, Inc. Houston, TX Jan 2009 - Sep 2009 < 1
Commonwealth Financial Network Waltham, MA Mar 2004 - Dec 2007 3
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
    33
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $297,815
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
Types of Clients
Registered States

CA, FL, NY, OH, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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