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James Dayton Brown

First Advisors National, LLC

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About James Dayton Brown

James Dayton Brown is an investment advisor representative currently associated with First Advisors National, LLC in Fairfield, CA. James has been in the industry since December of 2004. Prior to joining First Advisors National, LLC, James has held positions at TRANSAMERICA FINANCIAL ADVISORS, INC and WORLD GROUP SECURITIES, INC. James holds the Series 6, Series 26, Series 63 and Series 65 securities licenses. James is also registered to provide investment advisory services in California.

Firm Information

James Brown is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

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 individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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James Brown’s Registration & Firm History

CA

10/01/2014 - Present

First Advisors National, LLC (FAIRFIELD CA)

CA

01/06/2012 - 12/31/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (NEWMAN CA)

CA

09/14/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (FAIRFIELD CA)

CA

12/06/2004 - 12/14/2010

WORLD GROUP SECURITIES, INC. (MODESTO CA)

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Licenses & Designations

IA

Issued 12/29/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Dayton Brown.
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