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George Anderson Brown

Capital Advisors, Inc.

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About George Anderson Brown

George Anderson Brown is an Investment Advisor Representative with Capital Advisors, Inc. George has been in the industry since 1996. George has an extensive background in investment advising and financial planning. George holds the Series 7, Series 63 and Series 65 licenses and has been registered in 23 states. George has a long history of working with individual clients, corporations and charitable organizations. George's primary focus is on providing personalized financial advice and investment management services to help clients reach their financial goals.

Firm Information

George Brown is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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George Brown’s Registration & Firm History

OK

11/13/2019 - Present

Capital Advisors, Inc. (TULSA OK)

OK

07/02/2001 - 10/02/2017

MINSHALL & COMPANY INC. (TULSA OK)

MN

06/21/1999 - 07/10/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

03/02/1998 - 06/23/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

05/07/1996 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 07/31/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for George Anderson Brown. Review regulatory record here.
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