Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bush Brown is a registered Investment Advisor Representative for Formidable Asset Management, LLC, located in Cincinnati, OH. William has over 25 years of experience in the financial services industry. William has held various roles in the industry, including working for Raymond James & Associates, Inc. and Citigroup Global Markets Inc. William holds Series 6, 7, 31 and 63 securities licenses. William provides financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/25/2013 - Present
Formidable Asset Management, LLC (CINCINNATI OH)
OH
05/05/2006 - 07/01/2013
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
02/21/2006 - 05/18/2006
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
11/19/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/20/1998 - 12/13/1999
J.C. BRADFORD & CO. (NEW YORK NY)
KY
11/24/1995 - 09/22/1998
R. H. YORK & COMPANY, INC. (COVINGTON KY)
NY
04/06/1995 - 06/15/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
RI
01/04/1994 - 03/22/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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