Michael Brown
Michael Brown is a registered investment advisor at Olde Towne Financial Management CO., based in Greensboro, NC, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 36 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Olde Towne Financial Management Co. manages investment portfolios based on your individual needs. The fees for this service are outlined in Item 5 of the brochure, but the brochure does not include a fee schedule.
Location
7 Corporate Center Court, Suite B, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Olde Towne Financial Management CO.
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Wachovia Securities, INC.Broker
State Registrations3 states
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.