Carlton Brown
Carlton Brown is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5820 Patterson Ave., Suite 100, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlton is a finance/investment committee member at Discovery United Methodist Church, dedicating minimal time. He is also an officer (Vice President) and director of Gretna Drug Company, Inc, a family-owned retail pharmacy, spending minimal time on this role as well.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
State Registrations25 states
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