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Allison J Brown

Brightpath Wealth Advisors LLC

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About Allison J Brown

Allison Brown is an Investment Advisor Representative and insurance agent based in Crofton, Maryland. Allison has been in the financial services industry since 2007 and has been affiliated with Brightpath Wealth Advisors LLC since 2012. Allison is a registered Investment Advisor in Maryland and North Carolina. Allison specializes in retirement planning, financial planning, and portfolio management for individuals and businesses. Allison also provides insurance sales and services through Brightpath Retirement Solutions LLC. Allison has earned the Series 65 license and has over 165 clients. Allison is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Allison Brown is currently registered with Brightpath Wealth Advisors LLC. Brightpath Wealth Advisors LLC is a financial advisory firm that offers financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $51.8 million in assets for 260 clients, including 62 high-net-worth individuals and 103 individuals other than high-net-worth. They also serve 1 corporation or other business.

$51.81M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Brown’s Registration & Firm History

MD

02/18/2020 - Present

Brightpath Wealth Advisors LLC (CROFTON MD)

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Licenses & Designations

IA

Issued 07/31/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison J Brown.
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