Unclaimed
Brian Grant Brown is an Investment Advisor Representative with over 40 years of experience in the financial services industry. Brian has held various positions at different firms including The Strategic Financial Alliance, Inc. and FSC Securities Corporation. Brian is currently registered with Osaic Wealth, Inc. and is licensed to offer financial planning advice in multiple states. Brian holds Series 1, 7, 24, 63, and 66 licenses, along with the SIE designation. Brian is an experienced advisor who offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
GA
06/14/2010 - 10/28/2019
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
02/15/1982 - 06/16/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
05/05/1980 - 03/09/1982
PEBSCO SECURITIES CORP.
NA
07/21/1980 - 03/01/1982
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/18/1975 - 08/09/1979
SUNCAN EQUITY SERVICES COMPANY
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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