Brown Financial Advisory

Brown Financial Advisory (CRD# 155548) is a financial advisory firm headquartered in Fairhope, AL. They manage $196,940,094 in 566 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $347,951
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, LA, MS, NC, NE, TX

Financial Advisors at Brown Financial Advisory
Showing 1 - 3 of 3 top financial advisors.
1
Christopher S. Alman
CRD#: 6047249
54 S. Greeno Road, Fairhope, AL 36532

Christopher Alman (CRD# 6047249) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has over 8 years of experience in the finance industry. Christopher Alman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua W. Lancaster
CRD#: 2424549
54 S. Greeno Road, Fairhope, AL 36532

Joshua Lancaster (CRD# 2424549) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry.

3
Daniel S. McLeod
CRD#: 2752145
54 S. Greeno Road, Fairhope, AL 36532

Daniel McLeod (CRD# 2752145) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has over 24 years of experience in the finance industry. Daniel McLeod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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