Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lancaster is a financial advisor with Brown Financial Advisory located in Fairhope, Alabama. Joshua has been in the industry since 2011 and is a Chartered Financial Analyst. Joshua holds a Series 52 license and is registered with the state of Alabama as an Investment Advisor Representative.
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.
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.
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AL
09/12/2018 - Present
Brown Financial Advisory (FAIRHOPE AL)
BC
Issued 11/03/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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