Stacy Brown
Stacy Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Collinsville, OK, with 23 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
Firm Size
IM Fee
Assets Under Management
Location
1107 West Main, Collinsville, OK, 74021
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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 →Other Business ActivitiesSells Insurance
Stacy is the owner of CastleRock Financial Advisors and S. R. Brown LLC, dedicating about 10-20% of her time to each. She is also an insurance agent for Midland Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Edward Jones
Edward JonesBroker
State Registrations11 states
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