William Brown is a registered investment advisor, based in Memphis, TN, with 8 years of industry experience.
Location
6410 Poplar Avenue, Suite 320, Memphis, TN, 38119
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Regulatory History (1)
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Employment Separation After Allegations
November 2024Other Business ActivitiesSells Insurance
William is an IAR with Kestra Advisory Services and owner/member of Bright River Private Wealth, dedicating full-time hours to both. He also engages in various other activities, including real estate investment, musical performance, and board positions, taking minimal time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
December 2024 - Present · 1 yr 5 mos
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
UBS Financial Services INC.
November 2017 - December 2024 · 7 yrs 1 mo
UBS Financial Services INC.Broker
October 2017 - December 2024 · 7 yrs 2 mos
State Registrations32 states
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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.