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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lakisha? Claim Your ProfileLakisha Brown is a financial advisor with Avantax Advisory Services. Lakisha has been in the financial services industry since 2013 and has worked for several firms, including First Command Brokerage Services, Inc. and Morgan Stanley. Lakisha is licensed in Texas and holds several industry certifications, including the Series 63, 66, 7, 24, 99, and SIE exams. Lakisha provides financial planning, portfolio management for businesses and individuals, and other financial services. Lakisha is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/21/2021 - Present
Avantax Advisory Services (Dallas TX)
TX
12/11/2014 - 10/14/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
OH
11/04/2013 - 11/06/2014
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 09/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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