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Marjorie Brown

31 Years of Experience
Orlando, FL
Broker

Marjorie Brown is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 East Pine Street, Suite 1100, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marjorie is a co-leader for a Girl Scout troop, dedicating a few hours per week. She is also the Band Booster President at Millennium Middle School, spending minimal time on this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2016 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.
November 2016 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1994 - November 2016 · 22 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - November 2016 · 22 yrs
State Registrations12 states
ALAZCACOFLGAILKYNCNYSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.