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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin James Brown is an Investment Advisor Representative with CG Advisory Services. Austin is also a Registered Representative and has been in the industry since 2016. Austin has a Series 7 and Series 66 license and is a Chartered Financial Consultant. Austin has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has a regulatory assets under management of over $3 billion dollars. Austin's firm also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/19/2017 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/28/2017 - 03/16/2018
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
09/19/2016 - 08/21/2017
WFG INVESTMENTS, INC. (MIDLAND MI)
BOTH
Issued 01/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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