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Kenny Lloyd Brown, jr.

Ameritrust Investment Advisors Inc.

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About Kenny Lloyd Brown, jr.

Kenny Lloyd Brown, jr. is a registered investment advisor representative at AmeriTrust Investment Advisors, Inc. Kenny has been in the industry since 2015 and has a Series 65 license. Kenny is registered with the state of Oklahoma. Kenny's firm AmeriTrust Investment Advisors, Inc. is located in Tulsa, Oklahoma. Kenny's area of specialization includes providing investment advice to individuals, families, and businesses. Kenny has experience working with high net worth individuals, pension plans, and other individual clients. Kenny is also a financial planner and specializes in providing financial planning services to individuals, families, and businesses. Kenny has a broad range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Kenny Brown, jr. is currently registered with Ameritrust Investment Advisors Inc.. Ameritrust Investment Advisors Inc. is an investment advisor with 6 investment advisor representatives and a total of $63,568,314 in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Ameritrust primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

$63.57M

Assets Under Management

29

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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other

Fees for plans are calculated on a % of net worth

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Kenny Brown, jr.’s Registration & Firm History

OK

01/16/2018 - Present

Ameritrust Investment Advisors Inc. (TULSA OK)

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Licenses & Designations

IA

Issued 01/16/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenny Lloyd Brown, jr..
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