Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Taber Brown is a financial advisor at Osaic Wealth, Inc. William has been in the financial services industry since 2011 and has a wide range of experience. William provides financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. William is also a Certified Financial Planner. William is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor in South Carolina.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
SC
01/25/2019 - 06/14/2024
SECURITIES AMERICA, INC. (MYRTLE BEACH SC)
SC
07/14/2016 - 01/25/2019
QUESTAR CAPITAL CORPORATION (MYRTLE BEACH SC)
SC
07/17/2015 - 07/05/2016
GIRARD SECURITIES, INC. (SENECA SC)
SC
10/24/2013 - 07/21/2015
THE INVESTMENT CENTER, INC. (SENECA SC)
SC
06/11/2013 - 10/29/2013
WELLS FARGO ADVISORS, LLC (ANDERSON SC)
SC
04/15/2011 - 04/30/2013
EDWARD JONES (CHARLESTON SC)
BOTH
Issued 06/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Brown is the right advisor for you? Invested Better is here to help.
