Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Anthony Brown is a financial advisor with over 27 years of experience in the industry. Francis has been with TLG Advisors, Inc. since 2011 and has provided financial planning and investment advisory services to individuals, families, and institutions. Francis holds the Series 6, 26, and 63 licenses and is a Certified Financial Planner. Francis has a strong background in investment management, financial planning, and retirement planning. Francis is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Placement of institutional funds
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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2
MA
05/29/2019 - Present
TLG Advisors, Inc. (BOSTON MA)
PA
04/17/2001 - 05/02/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
06/19/1998 - 01/17/2001
GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)
CT
05/02/1996 - 05/15/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
12/22/1993 - 05/09/1995
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
06/15/1992 - 12/24/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 06/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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