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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore James Brown is an investment advisor representative with Cary Street Partners and Cary Street Partners Asset Management. Theodore has been in the industry since 2002 and is registered in Virginia. He holds the Series 6, 7, 63, and 65 licenses. Theodore specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, insurance companies and state or municipal government entities. He is licensed to offer financial planning services, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Revenue sharing with certain third parties
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2
VA
06/22/2007 - Present
Cary Street Partners (FREDERICKSBURG VA)
VA
08/07/2006 - 06/28/2007
WACHOVIA SECURITIES, LLC (FREDERICKSBURG VA)
ME
09/29/2005 - 05/23/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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