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Nathan William dean Brown

Farther

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About Nathan William dean Brown

Nathan Brown is a financial advisor with Farther Finance Advisors. Nathan is a Certified Financial Planner and a Chartered Financial Consultant. Nathan has been in the financial services industry since 2016 and is currently registered in Oregon and Texas. Nathan specializes in providing financial planning, pension consulting, and portfolio management for individuals. Nathan also publishes periodicals for financial education and information. Prior to joining Farther, Nathan worked at Woodbury Financial Services, Inc., Hornor, Townsend & Kent, Inc., Kimsa Total Wealth, and My Personal CFO. Nathan is also a founder of End Gov't Tips, a company that provides financial and tax education and information. Nathan is passionate about helping individuals achieve their financial goals.

Firm Information

Nathan Brown is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Nathan Brown’s Registration & Firm History

CA

07/22/2024 - Present

Farther (SAN FRANCISCO CA)

OR

06/07/2017 - 12/09/2020

WOODBURY FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

08/19/2016 - 06/02/2017

HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 09/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan William dean Brown.
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