KB
KB

Katie Anne Brown

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$350.5M

Fee Structure

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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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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 ActivitiesSells Insurance

Katie operates her LPL business under the DBA Armstrong Dixon, dedicating nearly full-time hours to it. She also works as a property manager for Sulgrave Associates, spending minimal time on this role.

Employment History
Current Registrations
Armstrong Dixon
July 2015 - Present · 10 yrs 7 mos
LPL Financial LLC
April 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
April 2015 - Present · 10 yrs 10 mos
State Registrations13 states
DCDEFLGAHIMDNCNYORPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Katie Anne Brown - Financial Advisor | TrueAdvisor