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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonny? Claim Your ProfileBonny Lynn Brown is an Investment Advisor Representative at Oak Hill Wealth Advisors, LLC. Bonny has been in the financial services industry since 2002. Bonny has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Bonny holds Series 7, 9, 10, 31, 63, and 65 licenses. Bonny's firm, Oak Hill Wealth Advisors, LLC, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Oak Hill Wealth Advisors, LLC has approximately $542 million in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/25/2024 - Present
OAK Hill Wealth Advisors, LLC (LANSDOWNE VA)
MD
06/15/2002 - 05/23/2022
WELLS FARGO CLEARING SERVICES, LLC (HAGERSTOWN MD)
NC
02/20/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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