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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamont? Claim Your ProfileLamont Brown is a financial advisor with over 10 years of experience in the financial services industry. Lamont is a Certified Financial Planner™ professional and holds the Series 7, Series 31, and Series 66 licenses. He is currently registered with Mariner Independent as an investment advisor representative in Texas and Virginia. Previously, Lamont has worked with several financial institutions including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CUSO FINANCIAL SERVICES, L.P., INFINEX INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY SMITH BARNEY. Lamont focuses on providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
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VA
04/05/2023 - Present
Mariner Independent (Fredericksburg VA)
VA
09/26/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
VA
07/05/2016 - 09/16/2016
CUSO FINANCIAL SERVICES, L.P. (ARLINGTON VA)
MD
10/14/2014 - 07/05/2016
INFINEX INVESTMENTS, INC. (LA PLATA MD)
VA
10/10/2011 - 10/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURKE VA)
VA
01/05/2011 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
BOTH
Issued 02/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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