Unclaimed
Richard Homer Brown is an investment advisor representative registered with Oneamerica Securities, Inc. Richard has been in the financial services industry since 2003. He is a registered investment advisor representative with the state of Georgia. Richard has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. He provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
1
2
GA
01/09/2020 - Present
Oneamerica Securities, Inc. (Macon GA)
GA
10/31/2017 - 12/31/2017
CLIENT ONE SECURITIES LLC (Macon GA)
GA
12/12/2014 - 12/08/2015
ONEAMERICA SECURITIES, INC. (MACON GA)
GA
11/02/2010 - 10/31/2014
SUNSET FINANCIAL SERVICES, INC. (MACON GA)
GA
10/30/2002 - 10/29/2010
SAMMONS SECURITIES COMPANY, LLC (MACON GA)
WI
02/09/1999 - 08/06/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 04/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Brown is the right advisor for you? Invested Better is here to help.