linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kody Austin Brown

Sterling Financial Group, Inc.

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

About Kody Austin Brown

Kody Brown is an investment advisor representative associated with Sterling Financial Group, Inc. Kody has been in the industry since 2018 and holds Series 66, SIE, and Series 7 licenses. Kody has experience in the financial services industry, including working at LPL Financial LLC. Kody provides financial planning services, educational seminars, and portfolio management for individuals and businesses. Kody's firm, Sterling Financial Group, Inc., also offers a variety of services, including publication of periodicals and selection of other advisors.

Firm Information

Kody Brown is currently registered with Sterling Financial Group, Inc.. Sterling Financial Group, Inc. is an investment advisor based in Pasadena, CA. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. The firm manages approximately $321,957,763 in assets for 551 clients.
Sterling Financial Group, Inc.

201 S. LAKE AVENUE

PASADENA, CA 91101

$321.96M

Assets Under Management

1

Total Clients

4

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Kody Brown’s Registration & Firm History

CA

04/09/2021 - Present

Sterling Financial Group, Inc. (PASADENA CA)

CA

04/06/2018 - 12/01/2022

LPL FINANCIAL LLC (PASADENA CA)

Not sure if Kody Austin Brown is right for you?

Licenses & Designations

BOTH

Issued 06/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kody Austin Brown.
Not sure if Kody Austin Brown is right for you?