Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Lynette Brown

Joss Brown Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Lynette Brown

Katherine Brown is a financial advisor with Joss Brown Wealth Advisors. Katherine is a Certified Financial Planner™ professional with experience in financial planning, portfolio management and selection of other advisors. She has been serving clients in Virginia Beach, VA and surrounding areas since 2003 and has a strong understanding of the financial needs of her clients. Katherine has passed the Series 6, Series 63, and Series 65 examinations. Katherine is registered to provide investment advisory services in Virginia.

Firm Information

Katherine Brown is currently registered with Joss Brown Wealth Advisors. Joss Brown Wealth Advisors is a registered investment advisor based in Williamsburg, VA. The firm provides financial planning and portfolio management services to individuals, families, and businesses. Joss Brown Wealth Advisors manages approximately $139 million in assets for 535 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for individuals.
Joss Brown Wealth Advisors

1321 JAMESTOWN ROAD, SUITE 201

WILLIAMSBURG, VA 23185

$139.32M

Assets Under Management

11

Total Clients

5

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Brown’s Registration & Firm History

VA

01/26/2023 - Present

Joss Brown Wealth Advisors (Newport News VA)

VA

10/16/2003 - 04/29/2005

FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)

MA

05/15/2001 - 10/23/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

01/19/2001 - 05/31/2001

MONY SECURITIES CORPORATION (NEW YORK NY)

Not sure if Katherine Lynette Brown is right for you?

Licenses & Designations

IA

Issued 05/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Lynette Brown.
Not sure if Katherine Lynette Brown is right for you?