CB
CB

Cassandra Brown

3 Years of Experience
Cookeville, TN
Broker

Cassandra Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cookeville, TN, with 3 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
Loading...

Location

304 N Washington Ave, Cookeville, TN, 38501

Get directions

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.

Learn about disclosures →
Other Business Activities

Cassandra works as a financial advisor for 304 Family Wealth. This takes about half of Cassandra's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations19 states
AKALAZCAFLGAINKYMIMONCNENVNYOHTNTXVAWV
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.