Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamar? Claim Your ProfileLamar Mantrell Brown is a financial advisor with Avantax Advisory Services. Lamar has been in the financial services industry since May 2014. Lamar is a registered representative with Avantax Investment Services, Inc. and an investment advisor representative with Avantax Advisory Services. Lamar is licensed to sell securities in Texas. Lamar holds the Series 63, Series 66, Series 7, Series 24 and SIE licenses. Lamar is registered with the Securities and Exchange Commission (SEC) 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.
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
01/03/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
06/13/2017 - 12/14/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
09/13/2016 - 06/12/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
05/24/2014 - 09/13/2016
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
BOTH
Issued 07/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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