Unclaimed
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.
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.
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.
Strategic management for diversified investment portfolios.
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
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)
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
Active
Inactive
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