Brown Edwards Wealth Strategies

Brown Edwards Wealth Strategies (CRD# 173559) is a financial advisory firm headquartered in Lynchburg, VA. They manage $232,111,530 in 480 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $483,566
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TN, VA, WV

Financial Advisors at Brown Edwards Wealth Strategies
Showing 1 - 7 of 7 top financial advisors.
1
Brad L. Bailey
CRD#: 3157873
828 Main Street, Suite 1401, Lynchburg, VA 24504

Brad Bailey (CRD# 3157873) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 25 years of experience in the finance industry.

2
Jacob D. Favaro
CRD#: 6520497
828 Main Street, Suite 1401, Lynchburg, VA 24504

Jacob Favaro (CRD# 6520497) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has 1 year of experience in the finance industry.

3
Ryan A. McEntire
CRD#: 6410425
828 Main Street, Suite 1401, Lynchburg, VA 24504

Ryan McEntire (CRD# 6410425) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 9 years of experience in the finance industry.

4
Antony D. Roop
CRD#: 6744553
828 Main Street, Suite 1401, Lynchburg, VA 24504

Antony Roop (CRD# 6744553) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 6 years of experience in the finance industry.

5
Harry Schwarz
CRD#: 6251397
828 Main Street, Suite 1401, Lynchburg, VA 24504

Harry Schwarz (CRD# 6251397) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 10 years of experience in the finance industry.

6
Mark E. Wiseman
CRD#: 6474525
828 Main Street, Suite 1401, Lynchburg, VA 24504

Mark Wiseman (CRD# 6474525) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 9 years of experience in the finance industry.

7
Kelli J. Vance
CRD#: 7209156
828 Main Street, Suite 1401, Lynchburg, VA 24504

Kelli Vance (CRD# 7209156) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has 1 year of experience in the finance industry.

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