Unclaimed
Vance Carrier Brown is a registered Investment Advisor Representative with Kestra Advisory Services, LLC in Port Jefferson, New York. Vance has been in the financial industry since January 2013 and has experience working at Williams Jones & Associates, Williams Jones Wealth Management, LLC and Kestra Advisory Services, LLC. Vance has a focus on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Vance specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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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TX
06/13/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
Active
Inactive
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