Brown Financial Advisory

Brown Financial Advisory (CRD# 155548) is a financial advisory firm headquartered in Fairhope, AL. They manage $300,769,749 in 715 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
54 S. Greeno Road, Fairhope, AL 36532
https://www.linkedin.com/company/4003588/admin/
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    715
    ACCOUNTS
  • Average Account Value
    $420,657
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
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
Joshua Lancaster, financial advisor Fairhope AL
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.

2
Daniel McLeod, financial advisor Fairhope AL
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 27 years of experience in the finance industry.

3
Amy Smith, financial advisor Fairhope AL
Amy T. Smith
CRD#: 6034385
54 S. Greeno Road, Fairhope, AL 36532

Amy Smith (CRD# 6034385) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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