CB
CFP
CB
CFP

Clarence Brown

20 Years of Experience
Lake City, FL
Broker

Clarence Brown is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4641 W Us Highway 90, Lake City, FL, 32055

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clarence is involved in several outside business activities, including serving as a board member for a non-profit, acting as a trustee for multiple trusts, and being a committee member for a college foundation. He also owns Moses Wealth Advisors, LLC, which is the DBA for his branch, and is a partner at Odom Moses & Company, LLP, an accounting firm.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2006 - Present · 20 yrs 5 mos
State Registrations9 states
CADCFLGAMIMNNCNDTX
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.
Clarence Brown - Financial Advisor | TrueAdvisor