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Louis J Brown

Southbridge Advisors, LLC

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About Louis J Brown

Louis J Brown is an investment advisor representative with Southbridge Advisors, LLC. Louis is a registered investment advisor in Georgia and has been working in the industry since 2001. Louis's current registrations are with Southbridge Advisors, LLC. Louis has previously been registered with Triad Advisors, Inc., NFP Securities, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Louis specializes in providing financial planning, portfolio management services for individuals and selection of other advisors.

Firm Information

Louis Brown is currently registered with Southbridge Advisors, LLC. Southbridge Advisors, LLC is an investment advisor based in Marietta, GA. The firm provides financial planning, selection of other advisors, and portfolio management services for individuals and high-net-worth individuals, as well as pension and profit-sharing plans. They manage approximately $303 million in assets and have a total of 620 client accounts.
Southbridge Advisors, LLC

533 JOHNSON FERRY ROAD

MARIETA, GA 30068

$303.05M

Assets Under Management

19

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Louis Brown’s Registration & Firm History

GA

12/13/2019 - Present

Southbridge Advisors, LLC (MARIETA GA)

GA

09/18/2006 - 12/04/2017

TRIAD ADVISORS, INC. (SMYRNA GA)

GA

04/21/2005 - 08/18/2006

NFP SECURITIES, INC. (ATLANTA GA)

IN

01/01/2001 - 05/04/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/01/2001 - 05/04/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 01/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis J Brown.
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